Here's a guide on how to keep track of your portfolio’s annualized real return so you'll know how much you have and how much you'll need.
Let's try to answer the age-old question: Should you lump-sum invest at the beginning of each year, or should you dollar cost average?
Market conditions shift all the time. But should your investment portfolio follow suit? Here's what to think about before making big changes.
We’d been struggling with our finances over the past few years and thought that we had been budgeting. But actually, we’d just been tracking our expenses after the fact. That’s not how a budget works.
Retirement/Financial independence isn't an age, it's a number. Here’s what to focus on to ensure you’re working towards your goal and not against it.
Help set and measure your goals by using the future value formula to calculate the value of an investment after years of compounding interest.
There are metrics to use in your financial life that allow you to “keep score” as you work toward your financial goals. Use these metrics once a year to compare your year to year performance.