Yes, Dad, You Did Actually Teach Me A Few Things

In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know the minimum payment will be easy to make, but Continue Reading

What’s Your Number?

Do you know what your number is? I sound like an ad for the Sleep Number mattress, but what I mean is do you know how much you need to accomplish your goals? Retirement, college funding, the flexibility to travel, etc.? In my experience, many have this number in their head—“I just need $1 million…”—but don’t have the necessary context behind it. Continue Reading

Back to Basics

At the end of the day, financial advice is pretty simple. We just struggle to follow it. So I’d like to remind you of some old school money mantras that I came across in a recent LearnVest article that have withstood the test of time: Pay Yourself First – Be purposeful with your money and invest in your future. Make sure you set aside money Continue Reading

Pinching Pennies, Finance Headscratchers, and the Wells Fargo Problem

I’ve had a few things building up in my inbox, so I wanted to pass them along this week. First, this was an interesting article on some behavioral finance that I thought related to my mindfulness post from a couple weeks ago: How To Pinch Pennies in the Right Places. “Another of Professor’s Azar’s papers summarizes the problem perfectly: ‘Do Continue Reading

My Son is Making Me Think About Things Again

My mind has been focused on big ideas lately and like most things these days it’s my kid’s fault. I’m sad to say all the clichés are true about raising a child; they change your life, a child’s love is like no other, blah, blah, blah, etc. I’m not a super sentimental guy—or at least I wasn’t—so it’s tough to realize all those sappy photo frames at Continue Reading