January 3, 2017

A summary of the junior year topics including investing, taxes and medical and college savings accounts.
Creating a Financial Plan

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

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


diy fianancial checklist


complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.