My latest posts

Looking Ahead 18 Months

The 18 month cycle served us well throughout high school, college, and graduate school, so why should we stop once we’re adults. Here’s what planning for the next 18 months could look like for you.

BLI’s Book Recommendations

Looking for book recommendations to increase your wealth of knowledge? Look no further and see my top picks below.

The Roth IRA Conversion Ladder

Worried about accessing your money after you’ve put it away but before you’re ready to retire? Here is one way to circumvent that and put your mind at ease.

Case Study: Reader Portfolio Review

Have you ever read your own portfolio to see what everything means? Let’s take a n in-depth ook at an example of a review below.

Bill & Ted’s Totally Epic Bar Trip

Bar trips trips can be a great way to blow off steam before settling into your new career. But what’s the real cost of taking a bar trip?

Secrets from That Person in the Mirror

Don’t let your emotions get the best of you when it comes to investing. Instead, check out these tips that can help overcome your monkey brain tendencies.

Funding a 529 Plan Before Having Kids

As the cost for college continues to skyrocket, don’t wait until your child is thinking about high school to start putting away for their college fund. Here are some reasons why saving in advance will work out to your advantage.

Save more money than your friends

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