What’s the right amount of cash reserves for a retail investor?
Savings
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What’s The Right Amount of Cash to Hold Now?
Figuring out how much cash to hold
Real Life Retirement Is More Than A Number
How to Prepare and Enjoy More Of Your Retirement
Staying Open For Business, and Managing Your Financial House
Strategies for managing your dollars and time
Accountability
I love getting my progress reports each week from Fitbit! Generally showing up each Tuesday morning via email providing me insight from the last seven days of activity. My favorite metrics are my average hours of restful sleep and resting heart rate. There are lots of...
#100
Really cool feeling to be posting article #100 to our blog today! We launched this medium last March as a way to communicate with our fans and future fans. The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...
Mistakes with cash
There are 3 common financial mistakes families and professionals make when managing their cash. In no particular order they are: Holding too much or too little Chasing a return or yield Lumping all your cash in one account Last April, you may have wished for more...
Busted Bracket
Well, I’m completely cooked, my bracket is toast after the first round of the NCAA tournament! Filling out your bracket with your favorite picks is a fun gamble that may or may not pan out. Quite the opposite of financial planning which allows for more inputs in...
My best investments
When you think of your best investments, does a particular stock, collectable, digital currency, or real estate come to mind? For me, I believe my best investment is my health. As we mark the one-year point into this pandemic, it’s difficult at times to recall how...
Spend your dough
Much has been written about saving, investing, and planning for tomorrow. What is discussed less in written form is how to spend all those dollars you’ve saved. How you formulate your spending decisions is very personal. Even so, there seems to be fewer guidelines...
Investment choices for college
My oldest son, a junior in high school, took the ACT exam last weekend. Where did the time go? It seems like the elementary school years last forever only to fast forward once high school arrives. This has me thinking about investments that will be responsible for...
Financial Groundhog’s day
So, did you see your financial shadow yesterday? Chances are it may be six more weeks of financial worries and stress if you did OR six more weeks of spending and savings with purpose if you didn’t. Consider the following steps based on what you saw: Your financial...