Jon Sharpe


The Four Fund Portfolio

With investing, simpler is better.

Three Questions For The Tax Man

With the new tax plan in place, time to ask these three questions.

The Newest Personal Finance Bloggers From 2018

Over 50+ new bloggers on the scene.

Four Best Places to Stash Your Short Term Funds Now

Interest rates are moving up and it’s time to reassess.

If Not Now, Then When?

The time for action is now.

4 Documents You Need When Your Child Turns 18

You probably never thought of this.

Boglehead’s Guide to the Three Fund Portfolio

A review of the new Boglehead’s book, The Boglehead’s Guide to the Three Fund Portfolio.

Top 7 Financial Independence Milestones

The journey to financial independence can be a long slog. You need to celebrate and enjoy the journey.

2018 Holiday Gift Guide

Here are some financially inspired gifts plus some bonus extras.

Why Your Job Stinks!

Why do so many people seem to hold their jobs in such contempt?

Six Year-End Tax Moves to Save You Thousands

Six moves to save you thousands this year.

Three Steps to Crush Benefits Enrollment Season

Don’t let another year pass you by. Crush benefits enrollment season this year!

Credit Card Churning for Busy Professionals

A modified approach to credit card churning that works for me and I think will work for most busy professionals.

The Parable of the Mexican Fisherman

An American investment banker was taking a much-needed vacation in a small coastal Mexican village.

Simple Financial Independence Math

The fundamental principles involved in achieving financial independence have been known since at least Babylonian times.