Vanguard has long been one of my favorite investment brokers. Their customer-owned (versus shareholder-owned) structure has allowed them to deliver at-cost funds and ETFs to their customers for many …

I’ve been following millennial savings and retirement trends for many years now, so I was excited to see that TD Ameritrade recently published findings from a new survey of …

Like a large majority of Americans, I’ve been incredibly disturbed and saddened by the latest news cycle of documented torment reaped upon the families of our fellow humans that …

A few weeks back, I was having a chat with a younger friend who raised the following: I was hoping to talk about 401K vs saving money to have …

What is Lifestyle Creep? If you’re not familiar with “lifestyle creep”, here is my official definition: Lifestyle Creep (ˈlīfˌstīl krēp), noun: the very real, very unnecessary, and very self-defeating …

Do you have an old credit card just sitting unused in your wallet, sock drawer, or wherever you keep credit cards that has left you wondering “should I shut …

In belated honor of Earth Day and as a show of appreciation for our one and only planet, I wanted to do a little something special. Reducing my negative …

This article has been updated for 2025 (for 2024 tax year filings). The tax deadline is fast approaching, but there are still a few tools left in the tax …