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Goals & Milestones

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Too often lost in the clamor for maximum returns is the proper perspective of why we save to begin with.  This is a collection of resources that will help you stay focused on how to use asset allocation to serve your important life goals and how to prevent unnecessary risk from sabotaging your best-laid plans.

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Recommended Reading

Is It Better to Buy or Rent? — It’s not strictly an investing resource, but this interactive calculator is a tremendously useful tool for navigating when it makes more financial sense to rent or buy a home.

Your Money Or Your Life — Vicki Robin and partner Joe Dominguez tackle the issue of money versus quality of life, and how by re-prioritizing your goals you can gain control not only over your money but also over your happiness.

Work Less Live More: The Way to Semi-Retirement — Bob Clyatt’s creative mix of real-life stories and insightful financial spreadsheet advice had a major positive impact on my personal relationship with work and money, and his perspectives influence me to this day.

Bogleheads Forum — Long a tremendous resource for DIY index investors, I personally appreciate the Bogleheads forum most for how the diverse community can help you with any question.  If you have a goal and feel stuck, post your question and you’ll get some great advice.

How to save money for college. Or not. — Matt Becker (via JL Collins) takes a thorough and honest look at not only the best way to save for college but also when it may make better sense to approach the problem from a different direction.

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