
In conducting research for my books and blog, I’ve come across some useful articles that are worth reading. This list is refreshed monthly so check back frequently.
The lists are organized by personal finance objectives and include both my blog posts and external publications. If there are any topics you would like me to cover or any helpful articles you would like to share, please send me an email.
Also, check out my blog post on great sites for staying up-to-date on money matters.
(1) Increasing income
(2) Lowering everyday expenses by spending wisely
- How to manage escalating HOA fees [Blog]
- How to avoid the rising cost of ATM fees [Blog]
- How to lower your rising energy bills [Blog]
- 24 Best Travel Websites to Find Deals and Save You Money
- Autos to Avoid: The Inside Scoop on the Worst Cars, Trucks & SUVs
- Best Home Improvements to Increase Value
- 25 Things Rich People Avoid Spending Even One Dollar On
(3) Caring for children and parents
- How to stop financially subsidizing your adult children [Blog]
- What it means to be a sandwich generation caregiver [Blog]
- How to prevent burnout and financial stress when caring for an elderly parent or relative
- Costs of Caring for a Loved One
(4) Getting and staying out of debt
(5) Managing your credit
- 7 Ways Good Credit Can Make Life Easier — and Save You Money
- How do I get and keep a good credit score?
(6) Buying insurance
- Are you prepared for growing healthcare costs? [Blog]
- When you need umbrella insurance [Blog]
- How to lower your auto and home insurance premiums [Blog]
- 10 Things You Should Know About Long-Term Care Insurance
- 8 Different Types Of Insurance Policies And Coverage You Need
(7) Minimizing taxes
- 7 Best Tips to Lower Your Tax Bill from TurboTax Tax Experts
- 5 Tips to Minimize Your Taxes in Retirement
- Worst States to Retire in if You Hate Paying Taxes
(8) Saving and investing for the future
- Your first 401(k): How to start strong and build wealth for the future [Blog]
- Lump-sum vs. Cost-averaging: Which investment strategy is right for you? [Blog]
- How to maximize your return on savings to reach financial goals faster [Blog]
(9) Planning for retirement
- How to Calculate the Break-Even Age for Taking Social Security
- Early Retirement Means Finding Health Insurance Before Medicare
- Considering Early Retirement? 5 Things to Know
(10) Protecting against fraud
- Protecting yourself from cybercriminals [Blog]
- The only site that provides free credit reports on annual basis from all 3 credit reporting companies
- Seven Ways to Protect Older Adults from Financial Abuse
