“Truly invaluable advice, plus a well written and interesting read.” —Margaret
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Latest Articles
Empower Review and User's Guide (Update for 2024)
Empower is a financial tool that enables you to manage 100% of your finances from a single dashboard. Previously called Personal Capital, I've used the app for years. In this Empower review and user's guide, I'll walk through all…
7 Best IRA Accounts to Open in 2023
Opening an IRA account is an important step towards saving for retirement. The best IRA accounts have low fees, a wide array of investment options and tools that make investing easy. Summary of Best IRA Accounts Betterment Best Robo…
The Ultimate Investment Tracking Spreadsheet
Keeping tabs on your investments can be a headache. That's particularly true, if like me, you have a number of different accounts. While my favorite investment tracking app is Empower (previously called Personal Capital), another tool I use is…
Tiller Money Review and User's Guide (2023)
Tiller Money enables you to manage your financial life in spreadsheets that are automatically updated every day. The tools make it easy to create budgets, track net worth, and even manage your Investments. We'll take a deep dive into…
How to Build a Three Fund Portfolio
A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversified, low cost portfolio that's easy to…
Lump Sum Investing Vs. Dollar Cost Averaging–Which Is Best?
You’ve just come into some money. Whether it’s a bonus, a tax refund, inheritance, or from the sale of a business, a big question is how do you invest the money. Is it better to invest it all at…