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INDEPENDENCE News & Analysis

Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
Defying the stereotype of the star investor
Personal Finance
Defying the stereotype of the star investor
The way success is portrayed is influential. We often follow the wrong role models.
Mark LaMonica, CFA | 06 March 2025
Understanding the power of compounding
Personal Finance
Understanding the power of compounding
Gaining a greater understanding of compounding can put you on a pathway to financial freedom.
Mark LaMonica, CFA | 10 February 2025
An investing guide for every life stage
Personal Finance
An investing guide for every life stage
A decade-by-decade guide to achieving financial freedom.
Mark LaMonica, CFA | 25 November 2024
A checklist for financial independence
Personal Finance
A checklist for financial independence
The look at steps all investors can take to move along the pathway to independence.
Mark LaMonica, CFA | 18 September 2024
What financial independence means for women
Personal Finance
What financial independence means for women
Financial independence means different things to different people but all investors can learn from some common pitfalls.
Shani Jayamanne | 07 March 2024
3 steps to financial independence
Personal Finance
3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Mark LaMonica, CFA | 29 January 2024
The 'Godfather' of the FIRE Movement
Personal Finance
The 'Godfather' of the FIRE Movement
How to avoid lifestyle creep and find your path to financial independence.
Jess Bebel | 08 November 2023
Setting yourself up for financial freedom in your 20s
Personal Finance
Setting yourself up for financial freedom in your 20s
Conventional wisdom and instincts may be guiding new investors in the wrong direction. Here are some lessons from investing in my 20s. 
Mark LaMonica, CFA | 06 September 2023
Setting yourself up for financial freedom in your 40s
Personal Finance
Setting yourself up for financial freedom in your 40s
Your 40s are the time to get serious about achieving financial independence. 
Mark LaMonica, CFA | 06 September 2023