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 »
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 »
With heightened stock market volatility, more investors are looking for ways to hedge their portfolios or find some way to outperform the broader indices. Therefore, I thought it would be a good idea to interview Ananda Aisola, the co-founder of Composer, a new investment platform, which leverages artificial intelligence. For 13 years I worked in
Composer: An Investment Platform For The Future Read More »
What is the one thing you can do today to ensure better financial decision making, habits, and outcomes? You can build and maintain a holistic financial plan. And one way to do that step-by-step is using the Boldin Planner. As of September 2024, NewRetirement has also been rebranded as Boldin, to appeal to a wider
Boldin (NewRetirement) Updates And New Features: A Great Retirement Planner Read More »
As a partner with Masterworks for the past few years, I’ve been following their growth in recent years. It’s been a while since I’ve published a deep dive on the company. So this post provides an update on their Masterworks performance, growth, track record, and explains how art could help improve your portfolio. Masterworks is
Masterworks Performance Review And Art Market Outlook Read More »
