Investing Ideas and Finance Tips

Would you like to save money shopping online?  Who wouldn’t?!   I recently discovered a shopping hack to save serious cash on online purchases in a matter of minutes!   This is an insanely easy...

As a CPA, here’s a question I get asked a lot: what’s a reasonable cost for tax preparation? The answer…. Well, it depends! Ok, so I know what you’re thinking.  That...

In this article, my cold weather brunch outfit goes head to head with Pinterest, Inc. (“Pinterest”) stock.  Which is the better buy?   My cold weather brunch outfit has a retail price of...

Welcome back friends!  In today’s post, I’m sharing my free budgeting excel template.  My budgeting excel template was created by yours truly and is an essential part of my personal...

Shop holiday gift set with my “It List”!  Today, I’m pulling together a list of my favorite gift ideas for her.  Either give a single item off this list as a stand-alone gift or...

In this post, I discuss why gifting stock makes sense from a financial planning and investing standpoint and various methods you can use to gift stock. The Hunt for the Perfect Holiday Gift With the...

Are you looking for the perfect Thanksgiving dress?  In this post, I’ll share some of my favorite dresses from the last couple years and the Thanksgiving dress I intend to wear this year, plus...

A Crash Course in Balance Sheets, Income Statements, and Statements of Cash Flows Hello friends!  The wait is finally over. Today we’ll be diving into part 3 of 3 of our financial statement...

In this article I’ll evaluate whether a terracotta Fall button down sweater with a retail price of $52.00 or NextEra, Inc. (NEE) stock currently trading at a price of $51.96 represents the...