Why The Age-Based 529 College Approach Has Failed For Me

I hate to say this but my college “Age-Based” 529 plan selection has failed to live up to my expectations. It seemed like such a brilliant idea 13 years ago.  It was an Age-based plan that in theory would re-balance the asset investment types for me based on the age of my kids.  To me… Continue reading Why The Age-Based 529 College Approach Has Failed For Me

Financial Madness And My Financial Thoughts

This year is crazy, but crazy good not crazy bad, with way to may financial thoughts over-flooding my brain. Financial Madness: I admit, I’ve been caught up in the incredible stock market rally… until lately.  While I was beating the market earlier, I’ve bought some more risky stocks lately that have taken my return down… Continue reading Financial Madness And My Financial Thoughts

My Personal Finance Pyramid Update – Lower (Upper Middle Class)

My Personal Finance Pyramid If you have read this blog in the past, you know that I created a visual chart to gauge my personal finance progress as I climb a wealth pyramid that I have created.  The pyramid (based off of Maslow’s Pyramid of Needs) seemed to be a great representation of such a… Continue reading My Personal Finance Pyramid Update – Lower (Upper Middle Class)