Mortgage: early payoff vs. invest
Before you write a big check and mail it to the mortgage lender, take pause.
Man v machine: financial planner or robo-advisor
Robo-advisor or financial planner? More than one way to skin a cat…
When can I start taking my Social Security benefits?
Before you take Social Security, take a pause.
What to do in a financial windfall
The risk of letting money sit in your checking account is greater than the risk of investing it.
The 415 rule
If you’re ready to put down roots, the 415 Rule is a good benchmark as you begin shopping for a home.
How much should it cost to love where I live?
Finding a home in a city with high cost of living is confusing!
The cult of frugality
Having more time to spend with family and friends, a benefit of spending less time shopping!
Financial checklist for new parents
A quick and dirty checklist to get your “poop in a group” before the wee one arrives.