Subscribe to What Matters
It is the year to unsubscribe, where subscriptions must prove their worth. At least for me it is. I have been unsubscribing and deleting the overwhelming emails that have deluged
The Nuance of ETFs
Exchange-traded funds, not to be confused with EFTs, electronic funds transfer, holds a uniqueness to other types of funds. I interchanged the letters and said EFTs to our future CPA
Technology Smart
Being technology smart is relatively simple. It doesn’t require you to become versed in quantum computing and an expert in multiple LLMs (Large Language Models). It does, however, require common
The Insignificance of a Number
Data and numbers are everywhere. Numbers drive decisions and milestones reflect meaning. Even 67 became such a cultural phenomenon that Dictionary.com selected this as the 2025 word of the year.
The New FIRE
There is a new FIRE kindling on the horizon. Not the one where you live so frugally, obsessing over the number of spaghetti noodles to cook for dinner, so you
Investing in Index Funds: Things to Know
There are things that online financial guides, YouTube videos and AI will not give you, personalized experience. Even professional financial planners and advisors will not have the breadth of experience
Characteristic Rewards
Modern day rewards are now associated with reward credit cards, points, travel or from a business perspective, employee rewards. The internet is flush with best rewards offers or how to
No One is Immune to a Scam
You may think that you are well-versed in the latest scams avoiding them with a keen eye. That is, until you are in a hurry or let your guard down
The 401(k:) Hit List
You will not find this compiled list anywhere. Frankly, you won’t find many sources of detailed guidance on managing a 401(k) readily. Many financial firms will offer to manage it
The Connection of Legacy
While legacy can be a result of investing wisely, it’s not how a lot of people view this phenomenon. I was fascinated recently by how people feel about leaving a
The Price of Stock
One night a few weeks ago, I was driving to meet my husband for an event. I left at precisely the right time to watch an amazing sunset as I
Fall Benefits
Halloween has always been a memorable holiday but not just for the decorations, costumes, candy and fun. My husband defended his PhD dissertation on Halloween (which I proofread in its
The Reality of Bonds
By the time you are in your 50’s and 60’s, a significant portion of your portfolio should be invested in bonds, from 20% to 50%, according to many online asset
The Things You Should Know
Most of us are unintentional, sideline investors who don’t necessarily understand their assets they invest in. It’s not something we learned in school and wasn’t required for our jobs. We
Secure Your Treasures
To protect your treasure island, you need to know how your home security system is connected and whether it will work if the internet or power goes out. A few