What to do with a $5 million windfall

What to do with a $5 million windfall

Recently a reader emailed me about a big windfall that he received.  “Hi Bob, I recently received a pretty significant windfall… $5 million! To be honest, I’m not sure what to do. I want to …

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2023 Goals and Resolutions – Q1 Update

2023 Goals and Resolutions – Q1 Update

Long time readers will probably remember that I have been setting goals and resolutions since 2019 and posting quarterly updates to keep myself accountable throughout the year. 2023 was no different. At beginning of this …

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Make sure you know what you’re retiring to

Make sure you know what you're retiring to

When I think about retirement, I have never pictured myself sitting on the beach drinking pina coladas daily. That’s not how I picture retirement. I could sit on the beach for a few days but …

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3 things that make me pull my hair out

3 things that make me pull my hair out

I have been writing on this blog for almost nine years. Over that time, I have learned and gained a lot of personal finance and investing-related knowledge. Whenever I gain new knowledge, I try to …

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2023 Goals & Resolutions

2023 goals & resolutions

A new year means another set of goals and resolutions. Since 2019, I have been setting goals and resolutions at the beginning of the year and tracking them via a spreadsheet. I then provide quarterly …

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