Articles

The first lesson in learning how to spend is learning how to not.

Most professions do not know the exact day they were conceived. However, on December 12, 1969, financial planning was created and today in 2019, the profession turns 50 years old.

This 2018 article details some of our best gift ideas for some of the hardest people to shop for.

I agree with my grandfather that we should not be inclined to spend the rest of our lives in a rocking chair.

A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.

It looks like the calculator is simply wrong. It uses a 3% tax rate instead of the 6% tax rate they cite for the Elizabeth Warren’s Tax Plan.

There are several ways that a Roth conversion benefits people regardless of their filing or marriage status.

When my desires can endure the distance of a week, I buy it.

No matter how small your savings, those small changes have large effects over time.

Our first step is not “closing our eyes and imaging it.” We need our eyes wide open analyzing each idea for its own individual costs and benefits.

It is easy to find yourself browsing the store when you spot a t-shirt with a phrase that you can hear your friend saying. Avoid making a purchase by taking a picture.

On Friday, November 16, 2019, the Dow closed above 28,000 for the first time in history. What should we expect going forward?

As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.

This year was a good year for Roth loving folks like us.

Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.