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Musings on personal finance and more...

How to be (more) self-insured

You can take control over your insurance needs and your money by recognizing that you yourself can become self-insured. Insurance is expensive, isn’t it? I know my car insurance just went up by about 15% this year, and that’s not … Read More … Read More

It’s not enough to deposit money in your investment accounts

If you just deposit money in your investment account's settlement fund and stop there, it could cost you hundreds of thousands of dollars. … Read More

Hurting the poor: Another case against credit cards

You may think that by paying off credit cards that the only one that loses is the credit card company. But interchange fees say otherwise. … Read More

Your funds are safe: Why the FDIC is amazing

A bank run and collapse just reaffirms why the Federal Deposit Insurance Corporation (FDIC) is an amazing benefit to consumers. … Read More

Follow the M-Path: My new group coaching class

I'm proud to introduce a brand new group coaching class, a new way for people to develop financial skills, leave money anxiety behind forever, and build community. … Read More

Simple millionaire steps: Max out your Roth IRA

The simplest and most flexible way to build millionaire-level investment wealth is through the Roth IRA. If you can max it out, you should. … Read More

Roth, IRA, 401(k), oh my! How to figure out where to put your investment money

If you're confused about where to put your investments and in what order, I break it down to a simple order. … Read More

There is no failure in financial wellness

Learning how to manage your money better will take time, just like any new skill. Because of this, there is no such thing as failure. I received a very interesting question from a potential client on a recent consult. Now, … Read More … Read More

Going Plaid: Would you give up your bank login credentials?

A service called Plaid wants to connect to your bank account with your username and password. What could possibly go wrong? Another day, another Silicon Valley company that seeks to take a system that functioned and insert themselves into it, … Read More … Read More

How not sharing all finances can reduce conflict in your relationships

Sharing all finances with a partner is a viable strategy, but it comes with the risk of conflict, such that it might not be worth it. I once heard a story about a married couple. They had an “All-In” agreement … Read More … Read More

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