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Making Your Money Matter

Create a life you love, one dollar at a time

  • Changing Your Money Mindset
    • The Importance of Money
    • Adjusting Your View Of Money
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Archives for December 2016

ST302: College Saving Essentials

December 30, 2016

Awesome free class about saving for college including a free spreadsheet calculator to determine how much tuition will be in the future and how much to contribute. Going to make this happen!

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To learn about ways to save for […]

4 Comments Filed Under: College Saving, Creating a Financial Plan, Saving & Investing Tagged With: college saving, investing

ST301: Saving for Medical Expenses (HSA and FSA Accounts)

December 20, 2016

I didn't realize how many benefits there are to starting an HSA account (I can invest it for retirement even!)! I've had FSA accounts in the past, but not that I have a high-deductible plan this is FAR better.

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To learn about the benefits of […]

11 Comments Filed Under: Creating a Financial Plan, HSA & FSA Accounts, Saving & Investing Tagged With: fsa, hsa, medical insurance

5 Steps to Stress-Free Holiday Gift-Giving (And Printable Spending Plan!)

December 15, 2016

So much stress gone by following a similar plan this year! And LOVE, LOVE, LOVE this printable/spreadsheet to track Christmas gifts!

I absolutely love Christmas time.  The excitement.  The decorations.  The music.  The message. But, oh…the gifts.  I’m terrible at giving thoughtful gifts.  Unfortunately, this has meant that I’ve spent many years scrambling at the last minute to finish my Christmas gift purchases. Having kids compounds this (in my case times three).  I’ve spent this year […]

6 Comments Filed Under: Budgeting, Financial Tools & Resources Tagged With: holidays

TX303: Intermediate Income Taxes

December 13, 2016

This free class explains some of the slightly more complicated tax issues like qualified dividends, capital gains, Alternative Minimum Tax, Net Investment Income Tax and more. Love this spreadsheet to calculate taxes!

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To understand the basics of calculating […]

3 Comments Filed Under: Creating a Financial Plan, Income Taxes Tagged With: income taxes, resources

What Percentage Are You Really Paying in Taxes?

December 8, 2016

While researching and writing about suggested budget allocation percentages, I became curious to know what percentage of my total gross income I pay in federal, state and local taxes each year (this is what normal people do with their free time, right?). So, of course, I made a spreadsheet and ran some numbers.  Although I don’t […]

8 Comments Filed Under: Income Taxes Tagged With: income taxes, payroll taxes

TX302: Payroll Withholding Tax Essentials

December 5, 2016

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the website. Class Objectives: To understand the basics of payroll tax […]

2 Comments Filed Under: Creating a Financial Plan, Income Taxes Tagged With: income taxes, withholding taxes

Your Tax Refund is NOT Income

December 1, 2016

This week, I’ve estimated my federal and state (Michigan) taxes through the end of the year and project that I will receive a $100 federal refund and owe less than $10 to Michigan.  While everyone else is excited and posting about how they used their tax refund money next spring, I’m hardly going to be […]

4 Comments Filed Under: Income Taxes Tagged With: federal income tax, tax refund

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ABOUT ME

I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

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I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

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