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You might be able to save tens of thousands of dollars on a mortgage–shop around

If you are going to get a mortgage, shop around first! Those simple words might be worth tens of thousands of dollars to you. Whenever I advise clients who are planning to buy a home, I always encourage them to shop for a mortgage. Most people initially say things like "I have a great rate [...]

By | September 15th, 2017|Uncategorized|0 Comments

Easy Steps to Take in Response to the Equifax Breach

A major credit reporting company, Equifax, had a large-scale breach. It has effected lots of us. Even those whose data wasn't compromised should still use this as an opportunity to think about data security and whether everything in our credit reports is correct. Check out this great resource on what to do in response to [...]

By | September 12th, 2017|Uncategorized|0 Comments

Featured in Architectural Digest’s 5 Dead Easy Ways to Start Saving for a House We promise, you’ll still have a life

Lot's of people want to buy a first house and are trying to figure out ways to save up for down payments. I recently contributed to a piece by Meghan Nesmith, an exceptionally fun, approachable writer. She did a terrific job with it, as always!  I suggest heading over to Architectural Digest to read it (it's [...]

By | August 25th, 2017|Uncategorized|0 Comments

The Atlantic is asking “Are Index Funds Evil?”

The Atlantic recently published a piece asking a very interesting question: do index funds have the (accidental) impact of limiting competition and driving up prices? Really smart people are taking both sides of the debate. That's a good sign that it's worth thinking about. In April 2014, Azar, Schmalz, and Tecu posted an early draft [...]

By | August 13th, 2017|Uncategorized|0 Comments

Money in One’s 20s and 30s

There are lots of issues common to folks in their post-college, pre-middle aged years. Here are answers to many questions people in that age range often ask me. I am, of course, happy to provide more specific answers and update the post to reflect concerns left out–just make comments, I’ll be reading them actively. 1) Why [...]

By | June 29th, 2017|Uncategorized|0 Comments

Catch me over at the Billfold with Meghan Nesmith

See the latest conversation I had with Meghan Nesmith about money for the Billfold (part of the Awl). It's mostly about retirement with brief detours to wage stagnation, consumerism, gender and investment, and Canada. Just wanted to add the obvious caveat that though Meghan and I had a great time, that's not us pictured in the [...]

By | March 7th, 2016|Uncategorized|0 Comments

A Financial Professional Who isn’t Serving Their Clients Best Interest, Is a Crook

There have been some big developments recently on trying to make financial professional more accountable to their clients. Matt Yglesias does a great job explaining this: "While concerns about improper actions by investment advisors should certainly be addressed, an overly broad proposal could price professional financial advice beyond the reach of many modest income families." I [...]

By | February 24th, 2015|Uncategorized|0 Comments