With companies like SpaceX, OpenAI, Anthropic and other high-profile private businesses regularly...
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
When There Are No Do-Overs
When There Are No Do-Overs
Learn how to navigate irreversible retirement decisions, focusing on reasonable assumptions and thoughtful planning for a more secure financial future.
June 4, 2026
3
min read
Staying Calm When Things Get Messy
Staying Calm When Things Get Messy
How staying calm in chaotic situations, like managing a misbehaving pet or market fluctuations, can lead to better decision-making in life and investing.
May 20, 2026
3
min read
It Depends: The Most Honest Answer in Financial Planning
It Depends: The Most Honest Answer in Financial Planning
Discover why effective financial planning is about understanding individual behavior, not just following rigid rules. Embrace a personalized approach to money management.
May 13, 2026
4
min read
Posts by Dennis Coon:
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.
One of the realities of retirement planning is that some decisions cannot be undone.
A few days ago, I came home to a mess.
I’ve spent more than twenty years working with people and their money, and one thing I’ve come to...