Newsletter Archive
Click on any of the archived monthly newsletters below for further resources.
2020
January: Goals
February: Accessing Retirement Funds Early
March: Refinancing Your Debt
April: Responding to COVID-19
June: Factor Investing
July: Investing in Your Health
2019
January: Resolutions
February: Index Funds
March: Loss/Grief
April: FIRE
May: Millennials
June: Asset Protection
July: Debt Repayment
August: Education
September: When Should You Hire a Financial Advisor?
November: Buying a Car
December: Leisure and Contentment
2018
December: Charitable Giving
November: Insurance
October: The Way You Look at Your Money
September: Resources for Comprehensive Planning
August: Wealth/Happiness
July: Estate Planning
June: Student Loans
May: Spring Clean Up
April: Alternative Investing
March: Investing
February: Early Retirement
January: Taxes
2017
December: Lifestyle Design
November: Happiness and Budgeting
October: Expected Value Analysis
September: De-risking Your Life
August: Optimization
July: Mortgage/Real Estate
June: Jobs
Resources by Topic
I have compiled resources under the following headings for pertinent information gathering should you decide to pursue further self-study. If you have any recommended resources that I can add to these categories, please let me know!
Credit given to Sharon Rich, Ed.D, of Womoney for the inspiration to provide such a page as well as for many of the resources contained therein.