• August 18, 2017
  • by Emily

Understanding Savings Accounts

One of the simplest tenets of wealth creation is to “pay yourself first.” In other words, put money into your savings account. There are many types and we explain them here.

Financial Literacy, Personal Finance

Don't Plan Your Retirement Saving, Automate It

The best day in my financial life was the day I started automating my retirement contributions. I recall a lot of stress in past years centered around market conditions, getting the ‘best deal’, and second ...

Family and Finances, Personal Finance

  • August 1, 2017
  • by Emily

Odds of Living to Retirement

The number one mistake people make in planning for retirement is underestimating how long they’ll live. The longer you end up living the greater your risk of under saving is.

Personal Finance

Lock Your Digital Windows and Doors: Basics of Digital Security

It today's world financial security and digital security go hand and hand. Here are a few basics for keeping yourself and your data secure from hackers and identity thieves.

Risk Reduction

Things to Look for When Shopping for a Home

Buying a home is an investment in more than the financial sense of the word. It takes a lot of work to find the perfect home! Here’s a detailed list of things you should be ...

Homes and Real Estate

Financial Tales of a Digital Nomad

Many people would call my lifestyle that of a digital nomad because my main source of income comes from work on the computer and I travel regularly. Which means I've amassed a wealth of knowledge ...

Personal Finance

How Municipal Bonds Fit Into Your Investment Plan

Municipal bonds are like the opposite of a lottery ticket: safe, secure, unexciting. Also unlike a lottery ticket, municipal bonds likely have a place in your investment portfolio. Here are some basics on municipal bonds ...

Personal Finance

Retirement Savings Plans for the Self-Employed

For self employed individuals contributing to a retirement plan is like giving yourself an instant raise without charging your clients more. The IRS allows you to contribute a percentage of your income into a retirement ...

Personal Finance

What is Passive Index Investing?

Passive Index Investing is an investment approach characterized by four main features: 1) the index, 2) the index fund, 3) passive management as opposed to active management, and 4) low costs.

Financial Literacy, Personal Finance

The Consumer Financial Protection Bureau Complaint System

Do you have a bone to pick with a bank or financial institution? If so, you might be interested in learning about and using the Consumer Financial Protection Bureau’s complaint system because it could help ...

Personal Finance, Risk Reduction