Personal Finance
Personal finance tips from a CPA, money saving advice, tax advice
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Healthcare Options For Early Retirees
What’s holding you back from retiring? For many people who have lived a life of FIRE and saved for an early retirement, it’s the uncertainty about healthcare options for early retirees. These 40, 50, or even 60-year-old want-to-be retirees know it’ll be a while before they’ll be eligible for Medicare.
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Ways to Make Your Money Work For You
Lazy Money Even those of us who don’t have a lot of money likely have “lazy money”; money that is sitting in an account not earning any interest. Have you considered just how much income you might be missing out on by having lazy money? Cost of Lazy Money While interest rates were low the cost of lazy money wasn’t so staggering but now that rates have risen it can be mind boggling. Let’s look at an example: Jill is in the process of funding an emergency fund as well as investing a portion of her take home salary. She has decided she’s comfortable with an emergency fund of $12,000…
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How to Stop Being Broke: Change Your Money Mindset
How to Stop Being Broke? Are you tired of living paycheck to paycheck, and having nothing to show for it? You have a good-paying job but still, it's a financial squeeze to get through the month and make ends meet. You want to stop being broke but don't know where to start. More than likely. it's your money mindset that's keeping you broke. Before you can change your money mindset you need to know what exactly it is.
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How to Organize Your Tax Documents for Your Accountant
Gone are the days of plunking a shoebox full of receipts on your accountant's desk and saying “call me if you have any questions”. Do this and you will most surely be shown to the door. Continue reading to find out how to organize your tax documents for your accountant.
