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Scared to Pledge? 5 financial steps for confident giving
Many people want to give but feel unsure they have “enough.” This post explores five practices to shift from scarcity to abundance: understanding your global wealth, calculating your FI number, clarifying spending values, trying low-stakes giving challenges, and reframing fears. With better awareness, giving becomes less intimidating and more empowering.
Nov 25, 20257 min read


2025 Year-End Planning & 2026 Tax Updates
As we head towards the end of the year, here's both a list of core reminders for this 2025 tax season and also an outline of major tax changes you can expect for 2026. I know sometimes this stuff can be tough to keep up with, so I'm getting it all to one place for you here.
Nov 14, 20255 min read


How I’m staying grounded when the market feels shaky
We’re in a season of uncertainty—economically, politically, and personally. Instead of panicking or trying to predict the future, I’m focusing on what I can control: my mindset, my values, and my long-term plan.
May 10, 20254 min read


New Tool Alert! The FI Purpose Planner
Use the FI Purpose Planner to see how various life choices impact your financial goals, donations, and path to Financial Independence
Mar 4, 20253 min read


How to use Coast FI to pivot careers, volunteer more, and donate generously
Coast FI lets your portfolio grow on its own, freeing you to focus on purpose, flexibility, and making an impact sooner.
Jan 26, 20253 min read


High-income earners and the Backdoor Roth IRA strategy
High-income earners can bypass Roth IRA income limits using the Backdoor Roth strategy for tax-free growth and retirement savings
Dec 18, 20244 min read


Big expense in 5 years? Invest or play it safe?
Saving for a mid-term expense? Focus on protecting your principal with a reasonable return. Here’s a quick breakdown of your options.
Oct 28, 20243 min read


HYSA vs. High-Interest Checking: The New Battle for Your Savings
Explore the rise of high-interest checking accounts as a competitive alternative to high-yield savings accounts.
Sep 26, 20243 min read


Student Story: Embracing the 1% pledge with only 3 years left until FI
After Charlotte heard us speak on the ChooseFI podcast, she took the 1% pledge. We talk about her FI journey and her desire to help others.
Jul 16, 20246 min read
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