The things wealthy people do better than me

We’re not wealthy but I’d say we’re getting more comfortable, financially.  Comfortable is far from early retirement though, a goal we are striving for.  I know a few folks who have achieved early retirement and financial freedom.  I’ve noticed a…
How I manage my DIY stock portfolio

I was inspired by this post over at Dividend Growth Investor, so I thought I’d share some of my own answers to the same questions.  I’ll add in a few more answers as well… On researching and analyzing companies… As…
We Can’t Afford It Remains Taboo

I had a conversation with friends on vacation earlier this year and the subject of money was raised a few times.  One interesting money subject we discussed was where and how we spend our money.  I’m of the opinion that…
Seven Smart Investing Principles for Everyone

Last fall, I obtained a copy of this document from PWL Capital entitled Seven Principles of Smart Investing.  After reading this through this white paper I reflected upon how we’re applying these principles. 1. Ignore ‘hot’ investment tips We do. …
ADKAR – A Model for Financial Change Too

I’ve read something to the effect of the following when it comes to change: Change initiatives wouldn’t be so hard if we didn’t have people involved… How true. The ADKAR model is a popular change management framework because the concepts…