Learn why cryptocurrency is a bad investment and currency: it fails all three investment criteria and is entirely too unstable to be a useful currency.
How My Fidelity Go Robo-Advisor Account Beat the S&P 500 in 2020
See how my Fidelity Go Robo-Advisor portfolio grew by 21% in 2020, beating the S&P 500 by five percentage points, with less volatility.
Warren Buffett is Right: Investing in the S&P 500 is a Bet on America
Learn why Warren Buffett famously said that the best investment for individual investors is the S&P 500 because "there's been no better bet than America."
How and When to do a Roth IRA Conversion
Learn what a Roth IRA Conversion is and whether it is right for you. Plus, learn the logistics of how and when to execute a Roth IRA Conversion.
The Value of Simplicity in Your Investments
Complex investment strategies are hard to manage and lead to errors. Learn how to build simplicity into your investments and avoid unnecessary complexity.
The Dangers of Placing Too Much Trust in your Investment Advisor
Learn the dangers of placing too much trust in your Investment Advisor and why it's important to be the CEO of your own finances.
The Difference Between a Money Coach and a Financial Advisor
A Financial Advisor sells securities and insurance. A Money Coach teaches you new habits to improve your relationship with money.
How to Use an HSA to Self Insure for Long-Term Care
Nearly everyone will need some form of Long-Term Care in their life. Determine if using a Health Savings Account to self-insure could work for you.
The Four Pillars of Personal Finance
Success in Personal Finance comes from four pillars: spend less than you make, have emergency savings, diverse investments, and rebalance.
What is Financial Independence
Financial Independence is a journey, not a destination. Taking control of your money allows you to increase your financial freedom a little more every day.