There’s this old observation that we tend to overestimate what we can accomplish in a year and...
The Retirement Number Isn’t the Plan
The Retirement Number Isn’t the Plan
A retirement projection can provide direction, but it is not a prediction. Learn why the next good financial decision matters more than one distant number.
October 14, 2026
3
min read
When Frugal Stops Being Prudent
When Frugal Stops Being Prudent
Explore the balance between frugality and prudence in retirement planning, focusing on how to manage technology and spending wisely for security.
September 30, 2026
2
min read
Finding the Problem in Time
Finding the Problem in Time
A real-world retirement planning story about identifying hidden risks, making difficult decisions, and creating more options before a problem becomes permanent.
September 10, 2026
4
min read
What's the Rush?
What's the Rush?
Explore the risks of rushing into IPO investments and discover why patience may lead to better opportunities in the long run.
August 26, 2026
4
min read
Save Until It Hurts
Save Until It Hurts
Discover how small, incremental changes in saving can lead to financial independence without sacrificing enjoyment.
August 19, 2026
5
min read
Is It Any of Their Business?
Is It Any of Their Business?
Explore the delicate balance of discussing finances with children, including when and what to share about wealth and inheritance for family stability.
August 6, 2026
4
min read
How Do You Know?
How Do You Know?
Learn the importance of questioning bold financial claims and how thoughtful skepticism can lead to better investment decisions for your future.
July 29, 2026
4
min read
The Mortgage Question Isn’t as Simple as It Sounds
The Mortgage Question Isn’t as Simple as It Sounds
Explore the complexities of mortgage debt and discover why paying off your mortgage may not always be the best financial decision for your future.
July 22, 2026
5
min read
AI Can Help. But It Still Depends.
AI Can Help. But It Still Depends.
AI can explain financial concepts and help you prepare better questions, but meaningful financial decisions still require judgment and real-life advice.
July 9, 2026
4
min read
When Being Smart With Money Goes Too Far
When Being Smart With Money Goes Too Far
Some financial decisions deserve careful analysis. Others don’t. Here’s why retirees and pre-retirees should focus attention where it matters most.
June 25, 2026
4
min read
Posts by Dennis Coon:
A client recently called me about a refurbished computer he had purchased online. On the surface,...
Sometimes the most important work in financial planning is not finding a brilliant investment idea...
With companies like SpaceX, OpenAI, Anthropic and other high-profile private businesses regularly...
For years, I've had a saying that I would occasionally use with clients:
When I was about ten years old, I remember asking my dad how much money he made.
A few summers ago, right in the middle of a July heat wave, our air conditioner stopped working. To...
A lot of financial advice gets passed down like family recipes. Somewhere along the way, someone...
I probably use AI more than most people would guess. Not because I think it has all the answers,...
About a year ago, my wife and I brought home a cat.