Two and a half years ago my husband Brian and I were living lives full of stress headaches, status meetings, and time sheets. We had made...

Recently, I was running some post-early-retirement scenarios for a client - a married couple with two kids - and I showed them a tax...

Tax seasons always had me feeling crazy. When I found myself knee-deep in spreadsheets, deductions, and filing forms, I wanted to scream....

Discover how fees may be eating 90% of your investment portfolio over time. Learn how to minimize fee erosion and keep more of your money.

Reframing risk when it comes to investing money that has some time to grow.

A quick comparison of popular income fund options!

The reasons beyond our investment strategy that allowed us to realize early retirement- it's not what you think.

How the concept of Ordinary Income Tax vs. Capital Gains Tax can shed light on why different investments can save you thousands in taxes.

This morning I was pondering whether to compose a dry (but very educational!) post about the Rule of 72 or delve into something a little...

What makes real estate investing worth it? In this article, we explore the differentiators in real estate investing versus the stock market.

Convert pre-tax retirement money into a Roth to grow it tax-free—pay taxes now, skip them later.

I'm sitting here at my kitchen table, halfway listening to an online marketing seminar while also reflecting on the 2-week notice I just...