blog posts

What To Do Next If You’re About to Give Up On Your 2018 Money Goals
If you’ve already abandoned some of your New Year’s money resolutions, don’t despair. A whopping 80% of us give up on our goals by mid-February. So, what’s our problem?! It’s not always just a lack of motivation or focus that keep us from achieving our goals. Sometimes,

The Why, What and How of Filing Your Own Taxes (From a CPA!)
It’s officially here: that time of year that tax nerds like myself get all geeked up for tax season. I realize though that the rest of the population may be less than excited to file their taxes. The big question you may have is this: should I hire

The 5 Essential Tools I Used to Increase My Net Worth by 21% in 2017
2017 was a great year for the stock market. The increase in the market helped significantly in increasing my net worth by 21% last year. However, only about half of this increase was due to market gains. The remaining amount was a result of actively contributing to

How a Vision Board Will Help You Conquer Your 2018 Money Goals (Plus: Free Templates!)
It can be so difficult to stay focused on long-term money goals like retirement. Realistically, it can be hard enough to consistently meet short-term goals like managing cash flow on a day-to-day basis (I’m sure it’s not just me!). A visual representation of goals is the best

You Need a Financial Plan, Not Just an Investment Plan
Today I’m guest posting over at Mustard Seed Money. I’ve included a brief snippet below, but please click over to read the whole post! Have you ever seen an absolutely amazing looking dessert that you just couldn’t wait to try but then was super disappointed when

8 Things to Consider Before the 2018 Tax Reform Laws Begin in January
Whether you agree or disagree with the new tax reform bill (or believe that really the only people winning are the really wealthy and tax professionals), it will be beneficial to do some tax planning before the old tax rules go away in just a few more

welcome!
I’m Kathryn Hanna, CPA/PFS, CFP®. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate.
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