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“The Bookkeeper and the Surgeon” is the true story of a thrifty bookkeeper and a not-so-thrifty, highly paid surgeon. The story is told in my book The Five Financial Foundations, available on this website. If you buy this book, read it and then pass it on to someone who is just getting started investing. Its lessons...

Now that you have your tax refund (or have paid your additional income taxes due and have some cash left over), what should you do with the money? I can appreciate that you might feel a strong urge to use this "windfall" to splurge on anything from a night on the town to a new...

You don't have to be rich to start saving and investing, but you will probably have to start saving if you want to get rich!  Get some momentum in your financial plan, by using this free Five Financial Foundations checklist to evaluate how you're doing and consider the best place for you to get you...