School of Thought
Stocks Or Safety?
With the market on its highs for the year and interest rates likely coming down in 2024, we all have a decision to make today with our money. Let’s talk about it
A Guide On How to Read Stock Indices and Securities
In this post we highlight the financial measures at the top of every Dinner Table Discussions Newsletter and how to read them.
Boost Your Credit Score Fast: 5 Proven Strategies for Rapid Improvement
Running through 5 proven strategies to boost your credit score quickly.
Navigating Home Financing: 5 Types of Mortgages
There are a lot of home financing options out there. We run through 5 of them in this post.
10 Easy Ways to Boost Your Productivity with AI in Your Daily Life
Let’s break down 10 easy ways that AI can help you be more productive in your everyday life.
Why Money Is Like Pepperoni Pizza
A quick story laying out why money is like pepperoni pizza.
Financial Advisor vs. Financial Coach: Making The Right Choice For Your Financial Goals
Not sure if you need a financial coach or a financial advisor? Let’s help break down the difference to help you decide.
Your Home Buying Checklist
Home buying can be a daunting and intimidating process for any family. Here is a quick 10 step checklist any prospective buyer should take.
15 Questions To Ask A Financial Advisor Before Hiring Them
Make sure you ask any financial advisor these 15 questions before you consider hiring them (or to decide to continue working with them).
8 Steps to Achieve Family Financial Security: A DIY Guide
Check out our 8 step cheat sheet to achieving financial security for you and your family.
Making the Most of High-Interest Rates: 3 Money-Savvy Steps
Make the most of high interest rates by doing these three things today.
3 Simple Ways to Take Charge of Your Holiday Spending
Holidays are around the corner. Don’t get tricked this year into spending more than you want to.
Tax Loss Selling: What, How, and Is It Right for You?
What is tax loss selling? We will discuss the investing strategy and how you can use it effectively.
10 Clever Ways to Legally Reduce Your Taxes
Want a few (legal) ways you can reduce your taxes? we got you covered.
Discover Your Money Personality: A Fun Guide to Financial Self-Discovery
Did you know that everyone has a money personality? Find out what your’s is with a few simple steps.
Demystifying Health Savings Accounts (HSAs): Your Guide to Smarter Healthcare Savings
Health Savings Accounts (HSAs) are one of the best ways to pay less taxes and plan for your future health needs. Let’s talk about them.
5 Simple Steps for Evaluating Private Investments With Family And Friends
Ever had a friend or family member ask you to invest in their business? Here are 5 quick steps you should take and a list of questions to ask if this happens to you.
Investing in IPOs: Your Beginner's Guide To A Stock Market Debut
Curious how to actually invest in an IPO? Let’s run through a quick cheat sheet on how to do it.
The Top 20 IPOs Of The Past Decade
Want to track how past Initial Public Offerings (IPOs) have done with the kids? Check out our list.
5 Essential Steps to Successfully Negotiate a Raise with Your Boss
Want to ask for a raise but not sure where to start? We’ve got you covered in 5 steps.
We’re exploring (most)y hands-off, diversified, and low-fee investing options for your family no degree required.