The Ultimate Guide to Using a Health Savings Account (hsa) for Retirement
I still remember the feeling of being lost in the wilderness of retirement planning, only to stumble upon a hidden…
What Is Net Worth and How to Calculate It: a Simple Guide
I still remember the first time I had to calculate my net worth – it was like trying to navigate…
A Guide on How to Set Financial Goals You’ll Actually Achieve
As I reflect on my years as a financial planner, I’ve come to realize that the conventional wisdom on how…
A Guide to Using Sinking Funds to Save for Your Big Goals
I still remember the feeling of being overwhelmed by big goals, like planning a long-distance hike, and not knowing where…
A Step-by-step Guide on How to Save for a Down Payment on a House
I still remember the feeling of frustration when my wife and I were trying to save for a down payment…
A Guide to What Are Sinking Funds and Why You Need Them
I still remember the feeling of being stuck with a broken hiking boot on a long-distance trek, wondering how I’d…
A Guide on How to Automate Your Savings and Build Wealth Effortlessly
I still remember the feeling of being stuck in a cycle of financial stress, never quite sure if I was…
An Explanation of What Is a High-yield Savings Account
I still remember the feeling of being overwhelmed by financial jargon when I first started my journey to financial wellness.…
Tracking Your Spending Without Getting Obsessed: a Balanced Approach
I still remember the day I realized that tracking your spending without getting obsessed wasn’t about becoming a slave to…
A Guide to Creating a Values-based Budget
As I reflect on my journey as a financial planner, I’m reminded of a common myth: that creating a budget…