I was honored to be asked by Vicki Robin to contribute to the updated version of Your Money or Your Life: Revised and Updated for the 21st Century, published by Penguin Books in December 2008. My contribution to this classic book is in Chapter Nine - the chapter on investing. 

"Mark Zaifman is a quintessential 'FI-er': high integrity, high-energy and a sense that life beyond making-a-dying can be "high-play." I am grateful that since financial independence, he's dedicated himself to introducing others to transforming their relationship with money."

Vicki Robin, co-author, Your Money or Your Life

Year Ahead/Year in Review, A Couples Guide to Dream Big, Plan Smart & Live Well is now available on Amazon or Barnes & Noble or download the e-book to read on your computer or handheld device.

My wife Pat Chiappa and I have enjoyed almost 20 years of life planning together. A few years back, friends and family members asked us to write down some notes or guidelines on the process we used. So for those of you who don’t know where to begin, continue feeling stuck or frustrated, don’t reach goals or don’t even know how to make them – the guide Pat wrote,  Year Ahead/Year in Review: A Couples Guide to Dream Big, Plan Smart & Live Well can really help you.

Year Ahead/Year in Review (Y.A.Y.R) is an easy to follow step-by-step process that will support you in building and sticking to an annual life plan.  It includes a method of planning that is both fun and hugely satisfying.  It’s an assessment and review of the past year while looking forward toward new aspirations and intentions for the year ahead. We created it to encourage celebration at every turn – in reaching mini-successes and major goals. 

We’ve found joy in reflecting on life on an annual basis – and the value is that it keeps you on track with your personal goals, dreams, and your finances. We call Year Ahead/Year in Review a method, but it is also a process, a concept, an idea, a system, a technique, and for us, it has become a practice.