Checklists, new year resolutions, and budgets. Three of my favorite things! And today we’re bringing them all together. As a self-proclaimed money nerd, I enjoy setting up my finances for a brand new year. There’s something about being able to start all over and improve the process
Occasionally, I think back to the time before I had my personal finances together and I’m amazed at how much my life has improved by taking charge of my money. And I still have lots of financial goals that I haven’t yet accomplished. While there is no
I hope you truly find the holidays to be the “most wonderful time of the year”, just as the song goes. It may not be the best for your wallet or your waistline, but it’s definitely my favorite season! And, it can still be wonderful without breaking
It’s that time of year. The leaves have fallen off the trees, the weather has turned cold (at least in Michigan!) and the gratitude challenges have started up on Facebook again. The holidays are in full swing. As a millennial, I’m more than familiar with the enemy
Ever since I began to view my money as a tool to provide freedom and choices in my life, I’ve no longer considered a “budget” to be a four-letter word. Instead, I find that it is something that liberates me to actually look more closely at my
The proposed tax bill we’ve all been waiting for is finally here (oh wait, that was just me?!). If your situation is similar to mine, you’ll be a little relieved at the changes since the last vague tax plans were presented. I’m excited to update the calculations so
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.