Blog (pre-2023)

3 reasons to fire your financial planner

A financial planner can be a valuable person to have, but they also might be wasting your time and money. If so, you may want to fire them. … Read More

Money on fire

5 things to ask yourself before taking out a business loan

A business loan can help you grow your business, or at least that’s what the banks say. Is it right for your business? Let’s break it down. … Read More

Would you ever want a personal loan?

Banks and credit unions will often offer you “personal loans”, but is there a worthwhile use case for them? … Read More

Does it matter if your Social Security number is stolen?

Your Social Security number, along with other personal information, has likely been stolen. What does this mean for you? … Read More

Claiming social security when married is very different

Knowing when to claim Social Security is complicated, but when you’re married and planning with your spouse, the calculation becomes harder. Please read my Disclosure Policy. Nothing here should be construed as financial advice. Please work with a professional before … Read MoreRead More

What King’s Quest taught me about financial wellness

I try to find some financial lessons from the King’s Quest adventure games from Sierra On-Line, and also plug an album containing my music. … Read More

The “SAVE” plan in peril: Why you can’t bank on student loan forgiveness

The SAVE plan, which would have reduced or eliminated debt payments for student loan borrowers is put on hold indefinitely. … Read More

Should you buy gold at Costco?

After months and millions of dollars in sales, the option of buying gold at Costco is not going away. Let’s find out what’s going on. … Read More

How to talk about money with a partner

Connecting with a partner around money is one of the most powerful ways to grow closer and more aligned. Here’s how to have the talk. … Read More

More of why I don’t pick stocks

Think you can pick the right stocks that will make you rich? You’re probably wrong, as are most people, including me. … Read More