Big expense in 5 years? Invest or play it safe?
Saving for a mid-term expense? Focus on protecting your principal with a reasonable return. Here’s a quick breakdown of your options.
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Sep 263 min read
HYSA vs. High-Interest Checking: The New Battle for Your Savings
Explore the rise of high-interest checking accounts as a competitive alternative to high-yield savings accounts.
Jul 166 min read
Student Story: Embracing the 1% pledge with only 3 years left until FI
After Charlotte heard us speak on the ChooseFI podcast, she took the 1% pledge. We talk about her FI journey and her desire to help others.
Jun 152 min read
My talk at CampFI: A data-driven approach to FI & giving
I discuss my struggles during the early years of my retirement, my views on donating, and practical steps to achieve FI while helping others
May 193 min read
12 crucial personal finance topics for corporate learning
Want to empower your employees? Promote financial knowledge. Here's 12 must-have personal finance education topics you should cover
May 143 min read
Integrating financial literacy into DEI initiatives
DEI initiatives must include financial education to empower employees and support career advancement.
May 142 min read
Hey ERGs! It's about time you taught personal finance
It's time ERGs integrate financial literacy into their toolkit. Empower your people by ensuring equal access to financial education.
May 93 min read
Baby prep: 9 cost-saving tips for expecting parents
Practical tips and tricks to help you prioritize spending on what truly matters to your baby and family while saving on unnecessary expenses
May 911 min read
How much does a baby cost?
Expecting parents often wonder about the costs of raising a child. I share my real spend over the past 6-months for our baby boy.
May 15 min read
Marriage and Money: Our Postnup Journey
Curious about prenups or postnups? Explore why we chose to finally do our postnup and how it strengthened our marriage for the better.
Apr 45 min read
How to pick your 401(k) investments
Here's exactly how to pick investments for your 401(k). How to choose from the list of fund options provided to you.
Mar 212 min read
Inspiring generosity on the ChooseFI podcast
Brad, Jack and I talk about building a giving framework, the giving pledge, compound impact, donor-advised funds, and different ways to give
Mar 45 min read
Goodbye Mint. Hello Monarch Money!
Intuit is sunsetting Mint and I'm moving on to greener pastures! Check out my thoughts on Monarch Money for tracking expenses & investments.
Feb 285 min read
ETFs vs. Index Funds: Battle of the finest
Index funds and ETFs have a lot in common, but there are some important differences to consider if you're diving deep into investing
Jan 306 min read
Building a 3-fund portfolio: A comparison across banks
Does it matter which bank you use to build a 3-fund portfolio? Are some index funds better than others? We tackle these questions here!
Jan 124 min read
FIRE is our superpower for doing good
The Financial Independence community is leaning towards purpose and impact through charitable giving
Jan 104 min read
Introducing the Fi-lanthropy Calculator
The FIRE calculator meets charitable giving. Learn how you can reach financial independence and also donate meaningful sums of money!
Oct 18, 20236 min read
Love & Finances: Tips for couples
Joe and I just had our one year wedding anniversary. It’s reminded me just how much has changed, but what we set out to do together.
Oct 15, 20237 min read
Big Time Donors! Know Your Tax Limits
If you are planning on giving away more than 30% of your adjusted gross income (AGI) in any given tax year, you’ll want to read this post!
Oct 3, 20234 min read
DAF Series Part #4: A comparison of providers
If you've landed on a DAF, now it's time to decide which provider is right for you. Let's compare our options for the major DAF providers.
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