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Our Articles

#TBT Can I Use 529 Funds for Off-Campus Housing?
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Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Freedom Investing in Review (June 2026)
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This quarter, we saw that in 1-year returns ending June 30, 2026, Developed Freedom Investing had a -3.55% disadvantage, Emerging Market Freedom Investing had a +12.33% advantage, and Overall Freedom Investing had a +0.45% advantage.

#TBT Seven Elder Abuse Scams and How to Protect Yourself
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About 4% of elders falling victim to fraud with estimates that over $2.9 billion is lost to elder abuse every year. Being aware of the scams helps to protect yourself.

Board Game Night Recommendations for Toddlers, Children, and Big Kids
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So long as all the cards and pieces stay out of the mouth, these games have a chance to be a joy at your table.

#TBT How to Double Your Retirement
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Doubling your retirement is not a fast process. It is the slow and steady practices of daily financial diligence.

#TBT Maintain Financial Balance When in Business
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This 2004 post has ten timeless rules for small businesses to maintain their financial balance.

#TBT The Delirious Happiness of Free Market Choice
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This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

Twilight HSA Contributions, Medicare, and Social Security
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Seniors have the most expensive health insurance and the most confusing health insurance options.

#TBT Six Reasons to Sell for a Loss
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Here are six reasons you may want to sell for a loss.

Target-Date Funds Are Wrong For You By Design
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Defaulting to a target date fund can cost you dearly.

#TBT The Complete Guide to Creating an Investment Plan
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This is a summary of the six steps required to create a well-crafted investment plan.

Life Lesson #9: Do It Today
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Every choice you make is either towards or away from your dreams.

#TBT The Price of Listening to Dire Predictions
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While it is always true that a recession will come eventually, shifting to bonds whenever one is predicted has serious consequences.

Life Lesson #8: Spend Time with Loved Ones
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The time you spend with your loved ones compounds in value. Just like investing, the earlier you start the more wealth you can have later.

#TBT Three Strategies to Avoid Private Mortgage Insurance
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Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

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