Full Resource List

We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.

Below is our full list of resources. Click on the tags in each post to see more on that topic.

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Including I Bonds in Your Financial Strategy

I love I Bonds and have had them since 1999. If you can wait a year to get your money back a bit like a CD, they are an incredible choice for your ‘safe’ money. However, they are not as easy to use as one would hope and I think they fit best in a long-term strategy.

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