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Cash flow: the foundation of financial success
Let me say that again:Â cash flow management is the foundation of financial success.
How to interview a financial advisor
Once you've narrowed the field to fee-only CFP® professionals with services, location, and fee structure you're happy with, it's


The theory behind smart investing
If you want to invest wisely, you need to know what "investing wisely" even means. The underpinnings may be complex, but the basic
The best mutual fund company you've never heard of
I don't normally write about specific companies, as I prefer to talk more about concepts than about people or things. Having said that,


What does financial planning look like?
As I've mentioned earlier, there are several types of financial advisors in the world, only some of whom really focus on creating a holi
The costs of investing (and planning)
Let's face it: the financial services industry hasn't exactly been a beacon of transparency when it comes to the fees you pay. That&
How to find a good financial advisor
I'm going to assume that you're in agreement that a "fee-only financial planner and investment advisor" is the way to go;


The tech professional's optimal path to wealth
Since tech professionals are by definition knowledge workers, we tend to be smart people. As smart people, we're subject to the Engineer
What does "financial advisor" even mean?
John Oliver's bit on financial advisors is an excellent (and hysterical) segment, and he hits the nail on the head: the term "finan
Even engineers are irrational
As engineers, one of our greatest weaknesses is a blindness to our own irrationality. We tend to think that we view the world through a...
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