blog posts

5 Factors That Affect Financial Decision Making | You are influenced by your personality, past experiences, health, culture and your financial literacy. Learning more about personal finance makes a huge difference!
Adjusting Your View Of Money

5 Factors That Influence Financial Decision Making

It’s nearly the end of April, which is financial literacy month. Are you more financially literate now than you were at the beginning of the month? I hope so! Of the thousands of decisions we make each and every day, many of them have at least an

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If you're serious about financial planning, you should understand taxes! The simplest way is to start with your own return and go line-by-line to make sure you understand each and every calculation and input.
Creating a Financial Plan

Tax Day Challenge: Understand Your Tax Return Line by Line

It’s tax day!  During my time working at a public accounting firm, this was a day of great celebration. The first half of the day was spent tying up loose ends and the second half was the end-of-season party. Of course, we did file tax extensions for

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Do you REALLY know how much you're paying for that mortgage, student loan or auto loan? An amortization schedule will show you the total interest you'll pay over the life of the loan, as well as the impact of early payments. This is ESSENTIAL to know for everyone with a loan!
Creating a Financial Plan

Part I How To Use a Loan Amortization Schedule: A Detailed Tutorial

One of the most confusing things in personal finance is calculating debt payoffs, specifically those for long-term loans. I’m convinced that the majority of people with mortgages don’t even know how their loan actually works. I certainly didn’t the first time I bought a home (I was

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I would LOVE to live in another country some day as an expat. This sounds like an amazing experience and some great financial lessons here!
Adjusting Your View Of Money

3 Financial Lessons I Learned as an Expat

It was just another busy tax day at the office in February 2011. I was sitting at my desk completing some client tax returns when I received a text from my husband. Ian: What would you think about moving to China? Me:  Can you maybe give me

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The absolute FIRST step in getting your finances under control is tracking your expenses. This empowers you to start a spending plan, save 3-6 months in your emergency fund, and automate your savings. This is the catalyst for turning your financial life around!
Budgeting

My #1 Actionable Tip for Improving Your Finances

In honor of both financial literacy month and my first anniversary (today!) of starting this little blog, I want to share my number one tip for improving your personal finances. I’ve compiled an entire series of classes this year on completing your entire financial plan. I’ve covered

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