Make Some, Save & Invest, Live on the Rest
During the month of March, I had the honor of being a featured guest on The Retirement Answer Man® Show to discuss “Going from Two to One”. We explore the difficult topic of losing a spouse from both a non-financial and financial perspective. No matter how well we plan for life after early retirement, twists and turns are inevitable, however, losing a spouse and moving forward may be one of the biggest challenges of all. Continue Reading →
In my last post – What is Your Why? – I discussed a systematic approach to discover the root reason driving each of us to strive toward improving our financial lives. What will be the guiding principal to focus on while traveling the path toward achieving financial goals? In today’s post we will take the first step on the path to gaining full control over our finances. First, we must determine our present location – where are we starting from? Continue Reading →
As you may have gathered from my previous blog posts, I am passionate about teaching financial literacy to others – particularly the next generation, which includes my daughter. One of my outlets for this is teaching a financial literacy class to high school seniors at our local public high school. We cover many key topics including tracking spending, calculating and monitoring net worth, discussing various assets and liabilities, understanding interest and compounding, appropriate insurance coverage, personal income taxes, etc. It Continue Reading →
I am pleased to introduce the first guest post on MarksMoneyMind. After attending CampFI with my wife, Marge, last weekend, I asked her if she would be interested in sharing her experience. At first she was hesitant, however, shortly after we returned home I found a surprise email with a full blog post attached. So without further adieu, here is Marge’s takeaway on CampFI and her perspective on financial independence… My Experience at CampFI This past weekend I attended Camp Continue Reading →
Over the past five months, during which I have been absent from posting on the blog, I have had a number of significant life experiences. My father passed away after a long battle with cancer, my daughter graduated from high school and then went off to college – my wife and I are now “empty nesters.” Experiencing these life changes has caused me to reflect on the value of financial independence. When my wife and I originally embarked on our Continue Reading →