book reviews


Financial Literacy for Young Adults

A client asked me if I had any financial literacy suggestions for teenagers. It kicked off a reading festival! Here are my notes. Years ago I read Suze Orman’s Young Fabulous and Broke and I was underwhelmed. She seems to think that everyone is as clueless as she was and needs to […]

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Thanksgiving Family Money Letter – 2015

  Happy Thanksgiving! The biggest payoff comes from being good at things that are absolutely under our control. That’s the lesson I’ve learned studying economics, finance, and investment theory. That includes saving for goals, being a judicious consumer, and maintaining your relationships, your health, and your emotional wellness. One of […]


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“Save Your Retirement”: a book review

The hook for this book by Frank Armstrong III and Paul Brown is in the subtitle.  Notice it’s not “Save FOR your retirement”.  It’s “Save Your Retirement: What do Do if You haven’t Save Enough or If Your Investments Were Devastated” is a book of distilled wisdom compiled by a […]