blog posts

Finding Financial Confidence in the Journey, Not the Destination
There was one single thing that surprised me more than anything else when I finally decided to get my financial life in order. After I put together a detailed financial plan and took just a few small steps forward, I immediately felt many of the benefits of

Your Spending, Your Life
Creating a spending plan that truly aligns with our values is an essential piece of optimizing your financial life. It doesn’t matter what you spend your money on, just that it aligns with your own personal values.

4 Things to Remember in Uncertain Times
I started writing this blog post on the flight back to the U.S. back in January. News of the novel coronavirus spreading throughout China prompted us to return, and naively we thought we would be able to wait out the health situation for a few weeks and

2020 Word of the Year: Health
The last two years, my word of the year was “Simplify”. Yes, it did take me two years (2018 and 2019), but I finally feel like I accomplished it! I simplified my financial accounts, my daily processes and even my own expectations for myself. This year, my

Calculating Your Effective Tax Rate (the actually useful way!)
Did you know that this time of year is great for tax planning? For me, back-to-school time is just as much the start of a new year as January 1st. With three kids in school, I can finally catch up on some things! Previously, I shared how

Part IV: Organizing Your Finances in 2019 (Refining Your Money Processes)
In Part I, we talked about organizing a cash flow system to track your income and spending according to your values and goals, while minimizing time spent doing so. In Part II, I shared my own system for organizing financial paperwork and documents. I highly recommend using

welcome!
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.
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