Just a dreamer trying to change the way the dreamer thinks about money!
East Lansing, MI
Joined April 2009
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This story is growing on me - Watch Why Vanguard Is Buying Wealth Platform Altruist - Bloomberg bloomberg.com/news/videos/20…
The CBO and JCT say benefits aren’t the same. Higher incomes receive the most significant tax breaks. Lower-income households might see their overall resources decrease."Trump Tax Law 2025: What Changed and How It Affects Your Taxes kiplinger.com/taxes/trump-ta…
This is a creative analysis - States With No Income Tax Ranked By Homeowner Costs kiplinger.com/taxes/states-w…
A little more clarity - A letter from founder and CEO Jason Wenk - Altruist altruist.com/news/a-letter-f…
So this is happening...Vanguard to Acquire Altruist, Expanding the Reach and Impact of Financial Advice - Altruist altruist.com/news/vanguard-t…
Interesting... very interesting - See the income a family needs to live comfortably in every U.S. state visualcapitalist.com/mapped-…
Interesting - 3 Ages, 3 Money Lessons: How to Raise Financially Savvy Kids kiplinger.com/personal-finan…
Aside from the equity part, a good article - How Baby Boomers, Gen X, Millennials and Gen Z Differ in Retirement Preparedness investopedia.com/how-baby-bo…
Love this. Sounds familliar - The Secret to the American Dream Isn't Money, a Financial Planner Says kiplinger.com/retirement/ret…
In case you're using Opportunity Funds - Some high-earning investors will soon owe taxes on years of deferred capital gains cnbc.com/2026/07/26/opportun…
The good news, is s.s. isn't going away. The bad news, is it may go down 22% unless... The Social Security Shortfall: What Retirees Stand to Lose in Every State kiplinger.com/retirement/soc…
🤞 Between 8-13 million American jobs are supported by trade with Mexico and Canada - U.S. Declines to Renew Trade Pact With Mexico And Canada. Here's What It Means for Each Country time.com/article/2026/07/02/…
After spending some time in Europe and eating out a lot, I wish we'd pay our servers a good wage so they don't have to live off of tips - How Much Should You Tip in 2026? A Guide for Inflation-Weary Customers kiplinger.com/personal-finan…
Love this concept - Young investors are ditching traditional FIRE for 'Coast FIRE' — saving hard early, then letting compound growth handle retirement moneywise.com/managing-money…
The struggle is real for some - The Shift From Saving To Spending In Retirement forbes.com/sites/andrewrosen…
I've seen this - What many people call struggling to adjust to retirement is often closer to something the research has called identity foreclosure, and the gap between those two names matters more than most retirement conversations acknowledge artfulparent.com/n-what-many…
Pretty interesting - When people in their seventies look back, the years they describe as the happiest are usually not the ones their younger selves would have predicted...artfulparent.com/k-when-peop…
There's a lesson here. Heed it. Wealth Wise: You’ve Mastered Asset Allocation — Now It’s Time for Asset Location kiplinger.com/retirement/ret…
A couple of these remind me of the Rich Dad Poor Dad Cashflow game - The First 5 Steps Working-Class People Can Take to Become Upper Class - New Trader U newtraderu.com/2026/06/12/th…
