Guides

In-depth how-to guides on everything from investing and getting out of debt to meal planning and bullet journaling.

Preparing your family financially and emotionally for an emergency or death

Why You Need a Family Emergency Binder & Estate Plan Now

If this blog, in all its posts, newsletters, videos, and podcast appearances can teach you one thing, I hope it’s this. You need a Family Emergency Binder. Whether you’re a parent whose kids might need care, a DIY investor whose spouse knows little about your finances, or a person who’s aging and will need someone …

Why You Need a Family Emergency Binder & Estate Plan Now Read More »

How to start a business at home

Start A Successful Business At Home: The Ultimate Guide

The Ultimate Guide to Starting a Profitable Business At Home How to build your dream business from home, even if you don’t know where to start. No magic bullets, just real strategies and advice for aspiring entrepreneurs. Do you want to start a profitable business at home? No, really, do you want to start a …

Start A Successful Business At Home: The Ultimate Guide Read More »

How to calculate net worth

Everything You Need to Know About Tracking Net Worth

We’ve all Googled a celebrity’s net worth. (Did you know Alec Baldwin is worth $65 million?!) But how many of us have calculated our own? Calculating and tracking your net worth is the best way to boil your financial progress down to one number. It can help you make progress towards your money goals and …

Everything You Need to Know About Tracking Net Worth Read More »

Choosing the best 529 plan

Choosing the Best 529 College Savings Plan for Your Family

If you want to save for your child’s college expenses, a 529 College Savings Plan is likely your best bet. But did you know that there are over one hundred 529 plans to choose from? Today, all U.S. states sponsor at least one 529 plan. These accounts grow tax-free, as long as the assets are used …

Choosing the Best 529 College Savings Plan for Your Family Read More »

Why you need long-term disability insurance

Long-Term Disability Insurance: A Financial Knight in Shining Armor

Last month, I received a very sad call. My first boss on Wall Street had passed away after an almost three year battle with brain cancer. He was in his early 50s. My boss was an incredibly kind man who taught me a lot, but one of the most valuable things he taught me was …

Long-Term Disability Insurance: A Financial Knight in Shining Armor Read More »