ARTICLES AND NEWS
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A Great Way To Teach Kids About Money And Start Financial Literacy
An easy read and great book to point you in the right direction. The book, “The Opposite of Spoiled” by Ron Leiber, helped my wife and me start navigating financial literacy with our two kids. We…
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Financial Tips When Starting Your Career
Tips to point your ‘Financial Compass’ in the right direction. (Initially published on Medium.com, 01-Aug-2024, photo image credit: Photo by Vasily Koloda on Unsplash) I was the first person in my family to attend university. In…
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How to Look Beyond Giving Tuesday to Build A Legacy of Giving
A simple and sustainable way to establish multi-generational philanthropy (Initially published on Medium.com, 06-Nov-2025. Feature photo by Vitaly Gariev on Unsplash) Rethinking charitable giving Okay, here we are in November and it’s the time of year…
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“Hey Dad, Are We Rich?” and “How Much Do You Make?”
How to have a discussion about money with your child. (Initially published on Medium.com, 13-Jan-2026) How It Started Years ago when my son was in middle school, he asked me: “Hey Dad, are we rich?” What!?…
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I Went to Return Bed Sheets and Found a New Way to Give Back
A five-minute chat with a young employee about a credit card turned a routine errand into a calling I didn’t see coming. (Initially published on Medium.com, 14-Jun-2026) A chance meeting at Target excited me to investigate…
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I Sat Down to Help My Nephew With a 401k Form. Three Hours Later, We Built a Budget From Scratch.
The impromptu personal finance workshop with my nephew in a restaurant. (Initially published on Medium.com, 18-May-2026) I thought this would take twenty minutes, tops. My nephew, ‘Karl’, started a trade job that has benefits. His three-month…
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You Heard No Tax on Overtime. Here’s What That Actually Means.
A plain English breakdown of what the overtime deduction actually covers, what it does not, and why misunderstanding it could cost you money at tax time. (Initially published on Medium.com, 20-May-2026) It’s amazing how the news…
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If You Just Paid Off Your Car Loan, Please Don’t Listen to My Sister-in-Law!
Hit Pause and think about your next financial priority (Initially published on Medium.com, 07-Aug-2025, feature Photo by Kazuo ota on Unsplash) Did You Recently Pay Off a Major Purchase Loan? If you recently finished paying off…
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Who Made Your Retirement Budget?
I hope the answer is you! (Initially published on Medium.com, 03-Feb-2026) If you don’t have time, interest or the right data to make your retirement budget, you aren’t ready to retire. A friend, Bill, and I…
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Retirement Anxiety: 12 Financial Anxiety Drivers for People in Their 50s and 60s
Stress of managing your money as you approach retirement (Initially published on Medium.com, 30-Dec-2025) Are you in your 50s or 60s? How do you feel about your financial readiness for retirement? Are you feeling confident, overwhelmed,…
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Be Honest With Yourself About Money — Are You the Tortoise or The Hare?
You owe an honest answer to yourself and your future. (Initially published on Medium.com, 05-Dec-2025) One of my best friends is the guy you want at your party. He is fun and engaging with everyone. We…
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Tips on How and Why to Use Social Security Website
The tool you may not realize you need (Initially published on Medium.com, 03-Dec-2025) Many Americans rely on Social Security as a substantial part of their retirement finances. Yet, they do not log into their SSA account…
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Tips to Inspire Contributing to Your Retirement Savings
Two initial financial goals for your retirement savings. Plant & nurture your own money tree until it becomes self-sustaining! (Initial publication on Medium.com, 10-Feb-2025) Are you a ‘20-something’ or ‘30-something’ and wondering if it’s worth contributing…
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Introducing the Money Clarity Project Publication
(Initial published on Medium.com, 26-Dec-2025) A New Medium Publication to Bring Clarity to Personal Finance For many families, money isn’t just math — it’s uncertainty, stress, competing priorities, and the sense that you should have everything…
ARTICLES AND NEWS
