Stephen CarterMar 312 minIt's About Time: Personal Finance in SchoolsFlorida became the latest state to begin mandating personal finance education and I say "It's about time!"
Stephen CarterFeb 13 minFrom Stuck Tires to Alarm Clocks: My Philosophy ShiftWe've all had mornings where everything goes wrong, but a shift in our philosophy can change everything and can make all the difference.
Stephen CarterJan 183 minSet Up Your Financial System in Just Five StepsThese five steps are designed to get your financial life in complete order and maximize your tax savings each year.
Stephen CarterDec 20, 20213 minHow Dollar Cost Averaging WorksDollar cost averaging is a buying strategy that lessens the volatility of stock purchasing by spreading the purchase over a longer period
Stephen CarterDec 5, 20212 minKeep Your Teen From Being Robbed (in their portfolio)It's robbery that we don’t teach our teens the benefits of compound interest so they can profit from the time value of money.
Stephen CarterOct 26, 20213 minIgnore Your FOMO When it Comes to IPO InvestingShould you invest in an IPO (initial public offering)? While the media would have you say yes, the results are mixed at best.
Stephen CarterOct 12, 20214 minRevisiting The Magic of Thinking BigWhat does a book published over sixty years have to teach us about building wealth? The answer is plenty. Today I’m going to go over...
Stephen CarterOct 1, 20214 minYour HSA is Even Better Than a Roth IRA: Triple Tax Benefit ExplainedOften referred to as “the triple tax benefit,” the HSA or “Health Savings Account” warrants a closer look. In this post I’ll explain how,...
Stephen CarterSep 22, 20213 minLearn the Rule of 72: Think Like a Financial PlannerLearn the Rule of 72 in order to better understand why your rate of return in investing matters so much
Stephen CarterAug 31, 20216 minWhy Rate of Return Matters with Retirement PlanningWhen it comes to retirement planning, it's important to make sure you're saving enough and taking inflation into account.
Stephen CarterAug 2, 20214 minWait, I’m Actually Using Math in Real Life? Two Formulas Essential to Financial IntelligenceLearn two formulas to help you master the time value of money on your way to financial freedom.
Stephen CarterJul 18, 20216 minGrandpa's Lessons on Life and MoneyOf all the lessons from my grandfather, what he taught me about the importance of others and properly managing money stick with me the most.
Stephen CarterJul 15, 20217 minThe Saver and the SpenderWe've all heard about the savers and the spenders, but perhaps we could do to learn a few lessons from both.