When I prepare a financial plan for clients, my report includes a simplified balance ...

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(Technically, this article should be titled “How WE money” because everything I do, I ...

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Frugality is great. But only if you’re frugal out of choice, and you define ...

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I love books that swing for the fences. They almost always include things I ...

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One of the most valuable exercises I run through with clients is "flawcasting" their ...

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(Note: This article includes some very high-level comments about The Barefoot Investor. If  you’re ...

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(When I talk about embracing “supermodels”, I’m actually talking about embracing “super models”. As ...

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If you’ve done any research on planning for retirement, you’ve probably come across the ...

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