Congrats on taking The Pledge! And welcome to the club. One of the best ways to keep up with this commitment is to make it as easy as possible for you to donate. Here are four ideas to keep your donating as smooth as possible.

Most conversations about charitable giving focus too much on tax optimization and miss the bigger question: how to actually make a difference. While tax benefits can help, they shouldn’t drive giving decisions. For most everyday donors, itemizing and bundling offer limited value. More practical tools include the new above-the-line deduction, donating appreciated assets, and QCDs for retirees. Consistent, thoughtful giving matters more than maximizing tax breaks.

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.

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.

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.

Use the FI Purpose Planner to see how various life choices impact your financial goals, donations, and path to Financial Independence

Coast FI lets your portfolio grow on its own, freeing you to focus on purpose, flexibility, and making an impact sooner.

High-income earners can bypass Roth IRA income limits using the Backdoor Roth strategy for tax-free growth and retirement savings

Saving for a mid-term expense? Focus on protecting your principal with a reasonable return. Here’s a quick breakdown of your options.