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Author: Jake

asset allocation basket

The Best Free Asset Allocation Spreadsheet

January 27, 2020 Jake Free Finance Tools

If you enjoyed: The Best Free Investment Tracking Spreadsheet, you’re going to love this asset allocation spreadsheet add-on! This spreadsheet utilizes information from the investment tracker (and/or new entries) to provide

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The Best Free Investment Tracking Spreadsheet

January 18, 2020 Jake Free Finance Tools

Investing for your retirement is as complex as you make it. The process of buying, holding and re-balancing your portfolio may seem like a daunting prospect for many. For others,

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Why That Life Insurance Quote Might be Totally Bogus

August 19, 2018 Jake Life Insurance

You hear it on the radio all the time – the 40 year old male that could get a 20 year $500,000 term life insurance policy for only $30.62 per

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5 things that every new business needs

The True Cost of Buying Overpriced Whole Life Insurance

April 8, 2018 Jake Life Insurance, Money Management

Recently, I’ve been publishing guest posts in an effort to expand the range of topics covered by Valuist. Inviting qualified authors to lend their expertise also helps me attain the

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How to Refinance Your Student Loans and Why It’s Important

March 11, 2018 Jake Money Management

Valuist has been on a largely unplanned hiatus, due to the mostly planned pregnancy of my wife and upcoming birth of our daughter- A daunting and exciting experience, to say

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Married money

3 Ways to Merge Your Finances When you Get Married

November 13, 2017 Jake Money Management

When my wife and I were first married the prospect of combining our finances was daunting. Are we supposed to share all of our accounts and assets from now on?

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The True Cost of Buying A Car

The True Cost of Buying a Car: 5 Common Costs and How to Cut Them Down

October 15, 2017 Jake Value Comparisons

Just like the true cost of buying a home may be higher than you expected, the long-term cost of buying a car can be staggering. Here we look at the typical costs to finance,

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minimalist

Poor, Cheap or Minimalist?

September 17, 2017 Jake Philosophy, Value Comparisons

If you’re cheap, you have  money but won’t spend it until you’re forced to. When you’re poor you simply can’t afford spending beyond your necessary living expenses. But as a Minimalist you have money but

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5 Unavoidable Obstacles Freelancers Face

September 10, 2017 Jake Career, Philosophy

It’s been a few months since my last article and I know all 5 of my regular readers are patiently awaiting an update. I transitioned to a new position, at a

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In Bad Company: How to Win a Protest

May 21, 2017 Jake Philosophy

The following is a Guest Post by Strangers to Creation author and retired healthcare investigator, Kevin Nelson, who recently undertook (and won) an old-school protest… with signs and everything. The details

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The True Cost of Buying a home

The True Cost of Buying a Home

April 30, 2017 Jake Money Management, Real Estate, Value Comparisons

At some point in the life of all long-term renters the question of home ownership inevitably arises. But the true cost of buying a home is somewhat difficult to calculate.

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Health Insurance Penalty

Why I Chose to Pay the Health Insurance Penalty and What it Really Costs

April 10, 2017 Jake Money Management, Tax

My experience buying health insurance in the United States has been frustrating. In 2014 I had two options: I could pay my portion of an employer-sponsored healthcare plan or shop around

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does money buy happiness

Does Money Buy Happiness?

March 20, 2017 Jake Philosophy

Valuist was recently featured in an article over at The Pursuit of Happiness. I answered some interview questions on how I conceptualize happiness, in celebration of the International Day of Happiness,

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Tax Refund Featured

The Interest Free Loan You Give the Government Every Year

March 5, 2017 Jake Tax

Every year about 40 Million Americans wait in giddy anticipation for their end-of-year bonus, their income tax refunds.  You might say to yourself, “I’m going to treat myself this year by

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Calculating Your Financial Health

5 Steps to Calculating Your Financial Health, and Why Its Important

February 19, 2017 Jake Money Management

Calculating your financial health is an often skipped step on the staircase of opportunity. Reviewing your assets, earnings and spending is not exactly exhilarating for most people. But to get where

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