The Wealth Mode Blog
How Gratitude Helps You Retire Early
It's just a myth that early retirement isn't possible for the middle class. You don't have to be mega-rich to retire early, you may just need to be more grateful and appreciative for what you have, and understand the simple math behind financial independence.
What the Election Results Mean for Your Investments
The presidential election race is over. But your investing race is ongoing - are you avoiding the distractions and "training" correctly to make sure you win?
The Pell Grant "Trick" to Get a Bigger Tax Refund
If you're an undergraduate college student - or have been one in any of the last three calendar years - and have received a pell grant, you may not have gotten as big of a tax refund as you could have.
Can You Afford to Not Talk About Money?
In one survey, 63% of people responded that they'd rather disclose their weight than reveal how much money is in their checking account. Have you thought about the problems caused by any money avoidance on your part?
5 Hacks to Make Your Budget Too Legit to Quit
How can we "hack" our own behavioral tendencies to be loose with our money, and not end up quitting every time we try to follow a budget?
Robo-Advisor or Human Financial Planner? Or...Both?
When it came time to choose how I'd handle investments, I wanted my clients to get the best of both worlds: the low-cost efficiency of a new, modern investment company combined with the guidance of a human advisor.
My Journey to Becoming a Fee-Only Financial Planner
Becoming a financial planner involved some twists and turns. I had to create a fair and honest way to provide relevant financial advice for my peers.