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10 Financial Moves to Consider after having a child

When your first child (or children) arrive, it can be both exciting and stressful. Trying to balance responsible financial decisions...

Aug 28

How the New Tax and Spending Bill may create momentum towards CoastFIRE

The recently passed "One Big Beautiful Bill" will have a significant impact on early retirees in America. For the community of Americans...

Jul 23

Navigating the Early Years of Financial Independence - Key things to consider

Those that pursue early retirement, or some form of FIRE have unique challenges they must deal with. Many of those come before the actual...

Jun 26

5 Ways Advice Only Planning goes beyond Investments

Advice Only planning continues to grow in popularity, with many companies offering personalized financial advice without commissions or...

Jun 26

How to properly diversify investments:

A theme I see with many investors is a misunderstanding of diversification. This can take many forms, and creates poorly structured...

May 12

Maximizing Roth Conversions: Essential Considerations for Early Retirees

Roth conversions have become an integral part of retirement planning over the past several years, especially for those with higher...

Apr 8

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Your money or your life

Vicki Robin, Joe Dominguez, Mr. Money Mustache

For more than twenty-five years, Your Money or Your Life has been considered the go-to book fortaking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance.

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Taking Stock

Jordan Grumet (Author), Vicki Robin (Foreword)

Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret.

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Atomic Habits

Clear James (Author)

James Clear is a writer and speaker focused on habits, decision making, and continuous improvement. He is the author of the #1 New York Times bestseller, Atomic Habits. The book has sold over 5 million copies worldwide and has been translated into more than 50 languages.

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Happy Money

Elizabeth Dunn & Michael Norton

Two professors combine their fascinating and cutting-edge research in behavioral science to explain how money can buy happiness—if you follow five core principles of smart spending.
Most people recognize that they need professional advice on how to earn, save, and invest their money.

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The Psychology of Money

Morgan Housel

Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do.

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The Simple Path To Wealth

J L Collins

“In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence

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ARTICLES & RESOURCES

10 Financial Moves to Consider after having a child

How the New Tax and Spending Bill may create momentum towards CoastFIRE

Navigating the Early Years of Financial Independence - Key things to consider

5 Ways Advice Only Planning goes beyond Investments

How to properly diversify investments:

Maximizing Roth Conversions: Essential Considerations for Early Retirees

ARTICLES &
RESOURCES