I have more than 40 financial accounts across four people to manage. More accounts means more questions. Can we spend more? Are we missing a tax opportunity? Does an investment still make sense given everything else we own? For years, answering them meant a spreadsheet, a free Saturday, and a lot of analysis that leads
Mezzi Review: The Proactive AI Financial Advisor For A Flat Fee Read More »
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn’t know I had. It sounds a little absurd, given the amount. But I’ve been investing in Google for over 15 years, and with a complicated net worth it’s hard to track everything accurately when your mind anchors
How Mezzi Uncovered Over $300,000 In Hidden Stock Exposure Read More »
After reviewing dozens of financial tools on this site since 2009, ProjectionLab is one of the most comprehensive planning tools I’ve come across. It shows you how today’s financial decisions play out over the next 10, 20, and even 40 years, with a modern interface that makes financial planning something you actually want to do. As a
ProjectionLab Review 2026: Best DIY Retirement Planning Tool Read More »
In poker, having position means you act last. And acting last is one of the most powerful advantages in the game. You can raise with nothing to push opponents into folding, call with a weaker hand without fear of getting re-raised, or simply check and do nothing when your cards are mediocre. Every option costs
Having Position Is Only Valuable If You Use It Wisely Read More »
I’ve been using Empower’s free financial tools, previously know as Personal Capital, to track my net worth, manage my cash flow, and optimize my investments since 2012. Empower is a leading wealth management and retirement services company in the US that helps individuals like you and me grow, manage, and plan our financial futures. Let
Empower Review 2026: Best Personal Finance Tool Read More »
A couple earning $500,000 a year should feel rich, right? That’s top 2% territory in America—plenty of cash to save, invest, and splurge on the finer things in life. Or so you’d think. But when I dive into the financial lives of high-income households, the reality often doesn’t match the perception. Take, for example, this
From Struggling To Living Well On $500K A Year: Escaping the Rat Race Faster Read More »
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) in 2020, I’ve seen how much the platform has evolved and expanded its offerings. It is one of the most powerful financial planning tools today.
Boldin Financial Planner Review: Financial Freedom Made Easier Read More »
Fundrise launched its Fundrise venture product at the end of 2022, investing in mid-to-late-stage private tech companies. On March 19, 2026, it listed the product on the NYSE under the ticker VCX. It is now called the Fundrise Growth Tech Fund. More broadly, the product invests in companies within specific sectors that have strong macro
Fundrise Innovation Fund Review: Disrupting Venture Capital Read More »
A few months ago I scraped the right front side of my car while parallel parking in San Francisco. The culprit was a bike rack sticking three feet off the back of the car in front of me. I didn’t see it. My first thought was relief that I never bought the new Range Rover
Why Toronto Drivers Pay Higher Car Insurance Premiums Than Other Ontario Drivers Read More »
If you want to invest in real estate, consider investing in Fundrise eFunds. Fundrise eFunds are private real estate funds that provide diversified exposure across America. Washington D.C. based Fundrise is one of the most innovative real estate crowdfunding platforms today. They were the first to create the eREIT, a real estate fund that uses
Fundrise eFunds: An Innovative Way To Invest In Your Future Home Read More »
