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Wish I knew earlier about Donor-Advised Fund

One aspect of building wealth that I believe is very important is giving money away. I know that it sounds counter-intuitive, but bear with me.  We need money so that we can pay for things, and spending money can take many different forms. One clear aspect of spending is to buy the things that we…

First Rule of Compounding

I wrote about 401(k) in another post (here), and I wanted to double down on one point… I love 401(k)! Believe me when I say that it doesn’t even take a full 45-year career to become a 401(k) millionaire. You can really get there in half the time. Some of the key ingredients to success…

BUY & HOLD good companies you understand

I want to illustrate the power of buying and holding. As Warren Buffett says, “our favorite holding period is forever.” I also want to talk about buying household names that you know and understand. This idea that you can invest in companies whose products and services you use every day is something popularized by Peter…

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