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Money

Hands holding a stack of cash

Lesson 27: “Can You Afford It?” Is the Wrong Question

The Payment Isn’t the Problem — The Tradeoffs Are Over the past six months, you’ve...
Power symbol above RESET label

Lesson 26: Midyear Reset

Use What the First Six Months Taught You You now have something most people never...
Safe drawer overflowing with money and documents

Lesson 25: Estate Planning Beyond the Basics

Wills, trusts, taxes, and how control transfers Earlier this year, we talked about beneficiaries, account...
Devices with password fields and security icons

Lesson 24: Protect Your Accounts

Two-factor authentication, alerts, credit freezes, and cleaning up old access Up to this point, we...
Umbrella shielding falling gold dollar coins

Lesson 23: Life and Disability Insurance

Protecting income and protecting people who rely on it Earlier this year we explored insurance...
Notebook labeled PLAN, pen, glasses, plant

Lesson 22: The Job Loss Drill

If income stopped tomorrow, what happens next? Last week we talked about income growth and...
Red car loaded with colorful gift boxes

Lesson 21: Lifestyle Creep

How rising income can quietly stretch the system you’ve built Over the past few months,...
Box labeled "Goals" containing house, car, money

Lesson 20: Money for Real Life

Sinking funds, planned enjoyment, regular spending,  and why not every dollar belongs in a retirement...
Three buckets representing short, mid, long investments

Lesson 19: The Bucket Strategy

How invested money eventually turns into usable income At some point, investing stops being about...
Rising and falling coin stacks with figures

Lesson 18: Staying Invested

Volatility, fees, and the reasons people second-guess the plan At some point after you start...