In Which I Get My First Chunk of Vanguard Advice

As you might remember, I just became a Vanguard Voyager Client — and yesterday, I had my first conversation with Vanguard Personal Advisor Services.

Investing Update: I’m a Voyager Client!

Also, Vanguard thinks I might already be saving enough for retirement?

Question Wednesday

It’s Wednesday, which means it’s time to uncoil those financial questions.

Checking In With My Savings Plan: March 2018 Edition

In March I received $2,794.73 in freelance income and $24.95 in book royalties, or $2,819.68 total.

7 Ways to Get Even More Money Out of Your Tax Refund

Get a return on your return!

Planning for Retirement When There’s an Age Gap in Your Relationship

My husband is 17 years older than I am. When should we plan to retire?

What Should I Do With My Tax Refund?

I want to invest at least some of it — but how much?

Checking In With My Savings Plan: February 2018 Edition

In February I received $7,050 in freelance income and $35.27 in book royalties, or $7,085.27 total.

Adventures in Fintech: An Interview With My Dad

Talking about the real estate investment platform Fundrise.