While many may look forward to the holiday season for family traditions, time spent with loved ones, and sinful meals (no regrets!), there’s one thing that may suffer during this time: our wallets. There’s a lot of joy in giving and receiving presents, but the downside is that it can often feel like an obligation …
Blog
Three Common Tax Myths That You Shouldn’t Fall For
Even though I’m a CPA, I totally get it: tax is that three letter word that causes most Americans to break out into hives or magically compels them want to run away. The complicated (and ever changing) tax laws in the U.S. definitely don’t help! It’s no surprise then that there a lot of misconceptions …
The Best Money Lessons I’ve Learned From Working at a Top Tech Company
When I started working at one of the Big Four tech companies – namely Amazon, Apple, Facebook, Google – my compensation more than doubled. People around me told me I was lucky. And I did feel lucky – what’s not to like? One, I was working with a team full of smart people. Two, I …
All About the Emergency Fund
For most people, the first step of building up a strong financial foundation involves creating and funding an emergency fund. What is an emergency fund and why should you have one? The emergency fund, also commonly known as the rainy day fund or the f*ck you fund, is about 3 to 6 months of essential …
6 Different Budgets to Help You Manage Your Money
When choosing the best budgeting method for yourself, there is no one-size-fits-all answer. You may have tried one method of budgeting but found it restrictive, tedious, or difficult to stick to for the long term. If you haven’t found one budget to work for you, try experimenting with different budgets – yes, there are more …
Why You Should Build Multiple Income Streams for Financial Independence
When most people think of income, they are likely thinking of earned income – that is, a job (or several jobs) where they exchange hours of their time for wages. While this is the most common way to earn income, I would challenge you to think of other ways of bringing in money. And yes, …
Do a Audit on Your Finances (and Life) Before the New Year
It’s been quite the year – I don’t think any of us could have predicted the global pandemic and the effect it would have on our lives, jobs, relationships, and finances. While it has been trying for many of us, I hope that you will have the chance to slow down during the holidays, catch …
How to Buy Flexible Spending Account Eligible Items Online
Picture this: you’ve been feeling good about making tax advantaged financial choices, one of them being that you’ve participated in the flexible spending arrangement program offered by your employer. During benefits enrollment season, you’ve signed up to contribute a certain amount to be withdrawn pre-tax from your paycheck to fund your FSA account. You’ve made …
The Ultimate Guide to Building Your Framework For Financial Success
If you are new to personal finance and feel overwhelmed at all the different steps out there that you could be taking towards managing your money, take a deep breath. You are not alone – everyone has to start somewhere, and you’ve come to the right place! Managing your money is actually quite simple. To …
Recommended Tools
I’ve put together a list of tools and services that I use and recommend to help save money, build wealth, and get value for your bucket list items. WATCH YOUR WEALTH GROW Get a snapshot of your net worth and watch your money grow with Personal Capital. Personal Capital aggregates all of your accounts into one …