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 how Social Security and […]
Archives for January 2017
5 Steps to a DIY Financial Plan
You don’t have unlimited time and I’ll bet that you don’t have unlimited money either. However, if you didn’t have at least a small amount of interest in getting your personal finances in order, you wouldn’t be here, right? Well, you are in the right spot! Far too few people pay attention to their money […]
RE403: IRA Account Fundamentals
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 rules regarding IRA […]
How I Hack YNAB to Budget My Income
This post may contain affiliate links. See my full disclosures here. When I returned from our 4-year long business assignment in Asia, I was ready to finally utilize a budgeting software that would help simplify the budgeting process and minimize the time I was spending tracking our expenses. I am a HUGE believer in tracking […]
RE402: Qualified Retirement Accounts
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 investing […]
A Comprehensive Guide to Organizing Your Finances for a Brand New Year
I would say I’m a pretty typical nerdy accountant. I enjoy debits and credits, at least when they balance. I have an unusual fondness for buying office supplies (especially pens and pencils). By now, you probably already that I’m obsessed with spreadsheets. So…you can probably guess that organizing my finances is something I rather […]
RE401: Calculating Retirement Needs
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 calculate how much money will be […]
2017 Year Theme: “Enough”
At the beginning of every single year (and sometimes months/weeks/days), I make numerous resolutions. I’m going to eat more healthy (aren’t we all?), I’m going to exercise more (join a gym!) and it’s going to be the year that I finally stop biting my nails (this really is the year-I swear!). And while I’ve not […]
Junior Year Overview
SUMMARY OF JUNIOR YEAR Our “Junior Year” is complete now, with the main focus being on understanding investing and taxes. While these have been heavier topics than in other “years”, it is vital that you understand each in order to build your wealth and achieve your financial goals. To summarize what we’ve learned this “year”, […]
