Invest without fear and enjoy your life.
START HERE and get my 4 Ways to Invest (without a trust fund, inheritance, or 6-figure salary)

Fill out the form to get FREE access to the guide.

(You’ll also receive occasional updates from us.)

Review of Morningstar Stock Investing Education

Morningstar may be best known for its star ratings of mutual funds, which you’ll often see mentioned in fund advertisements. But the company also offers market commentary, investment research, and financial education, including stock investing education.

In my quest to learn more and find resources to share, I decided to check out its educational offerings. I started with the free Stocks Curriculum accessible from’s Investing Classroom page. Here’s what I found:

Paying for College Using Current Income

Positioning finances to ensure that paying for college doesn’t wreck other plans was a challenge for my family. When my children were babies, I started strong, setting aside money in minor accounts even before the advent of 529 plans. But the day-to-day activities of raising children often distracted me from longer range planning. As a result, there’s a shortfall between our savings designated for college and our college bills.

Fortunately, though, my husband and I are able to cover more expenses from our current income than anticipated. After my youngest left for college, I noticed that my husband and I were suddenly saving more on at-home expenses in these areas:

How Short Term Goals Help Me Reach Long Term Goals

When I happened upon an article entitled “Maybe You Should Stop Setting Retirement Goals” by Certified Financial Planner Roger Whitney (aka The Retirement Answer Man), I felt validated. I have lots of short term goals but no set-in-stone retirement plans.

For most of my younger life, I failed at envisioning and expressing my long term goals, particularly when speaking with a financial planner. When I was in my twenties and thirties, I feared expressing unconventional goals and hesitated to mention my dreams as they rarely seemed to align with what traditional planners deemed normal.

11+ Examples of Economic Outpatient Care

In The Millionaire Next Door, Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D. coin the term “economic outpatient care” (EOC). This term references economic subsidies that a benefactor bestows on a fully capable adult, generally a parent who provides financial assistance to a grown child.

The irony of EOC is that these subsidies — which may be intended to provide the recipient with the means to become financially stable — may have the opposite effect. Gifts create economic dependence instead of accelerating financial independence.

Initially, I imagined that EOC is a problem associated with wealthy families like those profiled in the “millionaire” books. But even average-income families give and receive EOC.

Page 10 of 29« First...89101112...20...Last »