Finance Tips

Save Money Shopping Online with this Easy Trick

Would you like to save money shopping online?  Who wouldn’t?!   I recently discovered a shopping hack to save serious cash...

Average Cost for Tax Preparation: How Much Should You Expect to Spend?

As a CPA, here’s a question I get asked a lot: what’s a reasonable cost for tax preparation? The answer…...

Free Budgeting Excel Template – Trust Me, You Need This!

Welcome back friends!  In today’s post, I’m sharing my free budgeting excel template.  My budgeting excel template was created by...

Why Gifting Stock is a Great Option this Holiday

In this post, I discuss why gifting stock makes sense from a financial planning and investing standpoint and various methods...

Thanksgiving Dresses that are Affordable and Cute, Plus An Investment Idea!

Are you looking for the perfect Thanksgiving dress?  In this post, I’ll share some of my favorite dresses from the...

The Statement of Cash Flows: How to Read Financial Statements Like a Pro (Part 3)

A Crash Course in Balance Sheets, Income Statements, and Statements of Cash Flows Hello friends!  The wait is finally over. Today...

The Income Statement: How to Read Financial Statements Like a Pro (Part 2)

A Crash Course in Balance Sheets, Income Statements, and Statements of Cash Flows Welcome back friends!  Today we’ll be diving into...

How to Read Financial Statements Like a Pro (Part 1)

A Crash Course in Balance Sheets, Income Statements, and Statements of Cash Flows Recently, it occurred to me that many...
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