I retired from corporate America at 48 years old after spending most of my working life doing what a lot … More
Tag: finance
Being wealthy is not how much you earn, it’s how much you keep in the end that counts.
That one sentence pretty much sums up my entire approach to budgeting. Most people think budgeting is about being cheap, … More
I would make personal and family financial planning mandatory in every school, K-12.
If I had the power to change one law, it would be this: I would make personal and family financial … More
Tax Prep Time, A family Tradition because I learn something new every year
When “Provisional Income” Stopped Being Provisional How a 30-Year-Old Tax Rule Let Inflation Do the Dirty Work I’ve reached the … More
Save Money
“A penny saved is a penny earned” has to be one of the most misunderstood quotes in history. Most people—especially … More
The S&P 500 always beats real estate. Really? Think again
My stockbroker said it with absolute confidence, the kind that tells you the conversation is already over. “The S&P 500 … More
Invest in the Young, Reap a Lifetime of Riches
A lesson from my Father One of the greatest lessons I’ve learned is the value of spending time with the … More
Five Money Mistakes That Keep People Poor—And How to Avoid Them
“Do not save what is left after spending, but spend what is left after saving.” Managing money isn’t about how … More
How much is Big Money and Private Equity Secretly Controlling Our Lives?
As I sit here at 69, looking back over my life, I can’t help but ask: When did the world … More
Treat Your Personal Finances Like a Business
“If you don’t know your numbers, you’re flying blind.” That’s a lesson I learned running a retail store—and it applies … More
The Illusion of Indifference: How the Wealthy Keep Their Edge
In our society, money is more than currency—it’s power, influence, and freedom. Yet, the way wealth is perceived can be … More
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