When colleges lose government funding, they don’t just dim the dorm lights - they start selling off private assets in their endowments, and those moves can ripple down into our portfolios too.

We often unknowingly support companies that don't align with our values, through our investing. Whether it's with a retirement or brokerage account, we may be funding the very actions we vote and protest against. This article breaks down how we can find out where our assets are invested, and what we can do to change those that are not aligned with our values.

What is tax-loss harvesting, and how you can use it to your advantage.

A brokerage account doesn’t just have to include stocks - it’s actually a powerful tool that lets you access a diverse mix of asset types.

With the markets, and the world, feeling especially volatile, here are ways we can anchor ourselves to the truth.

Recently I came across a list of the Top 10 Financial Books , and while they were all great recommendations, every single one was written...

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

Taxes are one of the biggest wealth killers, and without a strategy, you’ll always feel like you’re falling behind.

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.

Imagine two women, both earning $100,000 a year, yet one keeps significantly more of her income while the other watches a huge chunk...

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

Women Should Talk Money: Discover why discussing finances is an act of empowerment, not rudeness.

Learn about depreciation recapture and how it can apply even if selling at a loss.

My experience on the Bigger Pockets Money podcast: why I was excited to share my FIRE experience, and what shocked me about the final cut.

I thought it would be interesting to do a post-mortem on our beach condo investment to show what went wrong and share some lessons learned.

Uncover the unraveling of the ATM Fund Ponzi scheme in this eye-opening follow-up blog.

Index funds combine the benefits of diversification, low fees, tax efficiency, and low effort. Enjoy the Index Funds Quick Guide below!

One of the biggest keys to my success in financial freedom was setting short-term financial goals along the way.

When we get comfortable with the idea of "enough", it helps us have more control over our finances, more sanity, and more freedom.