The First (and Second, and Third) Time I Felt in Control of My Money

I can point to three points in my life when I felt more in control of my money than before.

Has “Financial Independence” Been Downgraded to “Work-Life Balance?”

Like some of y’all, I occasionally do the math on whether I might be able to retire early.

Billfold Book Review: The Power of Zero

Most people don’t think about how much they’ll pay in taxes when they retire — and David McKnight wants you to know that there’s a way to pay zero taxes in retirement, if you do the math correctly.

Thoughts on Rounding the $300,000 Portfolio Milestone

I’ve made a lot of mistakes in life and in personal finance, but the one thing I did right was invest in my 401(k) immediately upon starting my first career-building job in 2008.

Student Loans, Pensions, and Rich People

Three short articles to read and discuss.

Why You Should Take “A Relaxing Mid-Career Break”

It’s the old “spread your retirement throughout your life” argument.

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?

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

Get a return on your return!