Disability Insurance: The Basics

One of my missions through this blog is to connect my readers with the good folks in industry- a win win situation. Today’s guest poster is one of them: Eric Bork of Pattern Life and Disability Insurance. Let’s take a look at the basics of Disability Insurance from someone who does it day in and […]

My Stupid Doctor Financial Mistakes

It’s par for the course for every financial blogger to put it out there in the universe what stupid doctor financial mistakes they’ve made. It’s my turn now. We do this only to emphasize, over and over, that we’ve all been where you may be at this time. And that all is not lost. Maybe […]

Investment Policy Statement: A Template

You need an Investment Policy Statement. Do you have one? If you said no, you’re not alone. Neither did I, until now. The White Coat Investor has been harping on this for nearly a decade. I admired his elegant IPS posted on the Bogleheads forum but couldn’t make myself sit down to write it all […]

My David and Goliath Moment

I was hoping to write this post in time for the first anniversary of this blog, which was last month. But that time came and went in a flurry of CARES Act-related activity and murmur. So here it is now. It was a sunny afternoon in October, 2015. For some reason, I remember the weather […]

The Road to Financial Independence

It’s a long road to Financial Independence…. and at times, it can feel unattainable. Figure out how to stay the course and get to finish line!