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A sherpa provides expert guidance on Himalayan climbs. A sherpa prepares, teaches, and supports the climber before and along the journey....

Today, the uncertainty of the employment environment is less about staying employed and more about staying employable. I want to share...

This will be the shortest blog post ever. I want it short so you can memorize it. Start (becoming financially literate and saving money)...

It is exciting to think of money working for you, compounding and growing! Perhaps this excitement offsets some of the dread you...

COVID, of course, is a global health emergency. But, it is also an economic emergency due to lost jobs and incomes, small business...

Seriously, that daily, fancy $4 coffee may in fact cost you $125,000. It is so easy for a non-coffee drinker to pick on the obligatory $4...

As I write, Marshmellow (intentionally spelled wrong, I forget why) is at the pet hospital. I am being a bit loose with the title...

I'm a bit cynical, or at least skeptical. I was an engineer, analyst, and portfolio manager for a combined 33 years so I am guilty, at...

I think the current process to select a college results in many students and parents making emotional decisions to choose schools they...

ROC your world...ROC is not a typo, though, just ask my kids, I am THE worst speller. ROC stands for rate-of-change. In the context of...

Sherpa daily guidance...Do we defer to a 17-yr-old, who we love dearly but likely wouldn't completely trust with a long grocery list, a...

Don't worry, Team T, as our friends affectionately refer to us, didn't have daily 'money talks' either. We're just as guilty as the next...

Your Sherpa daily guidance...Money CAN buy you happiness. An earlier post talked about a potential virtuous cycle in life…achieve...

Your Sherpa daily guidance...You can't save money if you don't earn money. As the old expression goes, "do a job you love, and you will...

I believe there is a potential virtuous cycle in life. If you achieve financial goals, you tend to be able to take more control of your...

This post is less about me proposing a solution or expressing an opinion and more about trying to come up with the right questions we all...

Here is a formula to try to live by: Income - Savings - Needs = Wants This seemingly simple formula actually is saying a lot: - Save...

Today's 'fit' in overall framework: Your Sherpa teams up with parents to help produce future-ready young adults. First, we create a...

The big picture: Your Sherpa teams up with parents to help produce future-ready young adults. First, we create a sense of urgency over...

I'll lead off with the end of the story...take the penny! But why? Your Sherpa teams up with parents to help produce future-ready young...