What is Financial Independence? + Free Calculator!

What is Financial Independence? + Free Calculator!

Get a free, customizable FI spreadsheet!

You’ve probably at least heard the term financial independence (FI) - young couples claiming they've quit working and are living entirely off of their savings and investment portfolio. But how do they do it?? Is it really possible?

The answer: Absolutely. It simply depends on how bad you want it and what changes you’re willing to make to get there... 

What Snapchat Stock Can Teach Millennials About Investing

Just because you use it, doesn't mean you should own it

There's no pretty filter for ugly earnings, folks. Snap’s quarterly results, from revenue to new users, came in lower than expected. These lackluster results sent the stock tumbling over 20% during today’s regular trading hours. As this was many millennials' first foray into the stock market, a lot are left wondering where they went wrong. Here's the important investing lesson millennials can learn from Snapchat.  

What is a "Good" Investment Return?

Part 1: It's All Relative

A friend emailed me a while ago with some questions about her retirement plan. She went on to say that her account returned 8.6% last year, which “seems low”, then asked “Is it?” And finally, ended her email with “HELP ME, I KNOW NOTHING!”

To help you understand what is and is not considered a "good" investment return, I'll be answering her questions in a four-part series. Click "Read More" for Part 1. 

8 Savvy Ways to Invest Your Tax Refund

Now that tax season is over, you're probably anxiously awaiting your refund and daydreaming about all the fun, frivolous ways you could blow it. Not so fast, my friend. Commit to spending your refund wisely and putting those dollars to work for you. Here are eight savvy suggestions!

How I Passed the CFA Level I Exam On My Own in Just One Month

Plus a Free Sample Study Schedule and Tips & Tricks!

Last week, I found out that I passed the December CFA Level I exam. After studying for just one month, I was thrilled to learn that I had succeeded. Since I've received a few messages asking for advice, I thought I'd share my systematic study process here.