Dan Egan, the Director of Behavioral Finance and Investments at Betterment, put out a piece about his cash flow management and budgeting.  I think it is …

Many readers have read past articles where I mention the safe withdrawal rate or specific articles that talk about the 4% Rule or safe withdrawal …

How do you measure whether your relative or your colleague is wealthy? Do you based it on the flashy things that they have on them? What is a more fundamentally sound way to find out whether we have progressed well from debt dependent to financially secure, financially independent? The stages of wealth provide a good measure to see how far we have come.

Most people would prefer to spend on their own family than on others. Many would talk a good game during gatherings about the good investments …

Here is part 2 of my commentary of JPMorgan’s third-quarter Guide to the Markets series and out of the slide deck. Every year, there will …

When you look at enough data, you know that there is a spectrum of possibilities. Some folks don’t look at so much data. Even worse, …

Lawrence Yeo over at More to That has a pretty good, long, and deep post about the concept of enough. I would just want to …

JPMorgan has come up with their third-quarter Guide to the Markets series and out of the slide deck, I think we can take stock of …

If you are trying to determine how much you would need to accumulate for financial independence, or whether you have reached the state of F.I.R.E, …

As investors who spend the majority of our time thinking about investments, we might have a bias towards structuring our retirement with investments. Investing ourselves …