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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

How to Approach Market Volatility

US Stocks have struggled a bit this year. Market volatility has been at the forefront of investors' minds, fueled by policy uncertainty,...

Mar 27

Early Retirement and Kids

Can you retire early and have kids? Absolutely! But, it’s important to understand how starting a family will impact your overall plan. ...

Feb 27

An Introduction to Coast FIRE

When FIRE first came to fruition, many other forms of this pursuit began to develop. One in particular, I find myself coming back to...

Oct 11, 2024

8 Common Mistakes in Investing

When investors take on the ambitious task of managing their own investments, sometimes unknown pitfalls can happen that the investor does...

Oct 11, 2024

Social Security Update

For users taking Social Security, a recent login change was made that will impact where and how you login. Going forward, users will need...

Aug 4, 2024

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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

Maximizing Roth Conversions: Essential Considerations for Early Retirees

How to Approach Market Volatility

Early Retirement and Kids

An Introduction to Coast FIRE

8 Common Mistakes in Investing

Social Security Update

ARTICLES &
RESOURCES