• Your 7 Financial Priorities

    Before getting into any personal finance nitty-gritty, your first step is to evaluate your current financial standing. Are you Scrooge McDuck swimming in hard cash or are you on the verge of selling your kidney to pay off some debt? After we nail this down, you’ll learn the seve financial priorities you should use as your financial roadmap.

  • What to Do After a Car Accident

    No one pulls out of their driveway expecting to get into a car accident. But like the Boy Scouts, you should always be prepared. Here are the critical, potentially lifesaving steps you should take upon experiencing that dreaded crunch.

  • Taxes for Beginners: Everything You Need to Know for 2021

    Yes, I get it: not your favorite topic. Taxes are neither thrilling nor simple, so naturally, like your mistake of an ex, most people want as little to do with them as possible. But as your favorite CPA, I’m going to make this easy for you. I’ll avoid all the technical jargon to give you the most important information in a way you can understand and remember.

  • The Fed & Interest Rates: The Impact on You

    Chances are you’ve heard that the Federal Reserve has drastically cut interest rates to counteract the impact of the ongoing COVID-19 crisis. But what does this mean? And how does this impact you? Here’s what you need to know.

  • Traditional vs Roth IRA: Which to Choose

    Traditional vs Roth: a heavyweight battle the likes of Ali vs Frazier, Marvel vs DC and the chicken vs the egg. This post makes the traditional vs Roth decision for IRA plans as easy as possible.

  • Flying During the COVID-19 Pandemic

    Flying right now is a double-edged sword. On one hand, no one wants to get sick—that is, other than those Florida spring breakers who inconceivably couldn’t have cared less. On the other hand, the lack of demand for flying has pushed fares to record-low prices. If you plan to roll the dice and fly during the pandemic, here’s what to know before booking.

  • What to Do When You Get Pulled Over

    The flash of red and blue lights in your review mirror and concurrent siren will assuredly make your heart sink, palms sweat and mind panic. The rush of emotions can also stir all sorts of confusion on how to handle the situation. This post walks you through how to handle routine traffic stops.

  • Individual Retirement Account (IRA) Basics

    Here in the great US of A, an Individual Retirement Account (IRA) is as American as hot dogs, bourbon and cut-off tees. Yet fewer than one third of Americans have opened an IRA, and less than one fifth actually contribute to one (insert face palm). An IRA has great perks: this is what you need to know to take advantage of them.

Top 10 Basic Tax Strategies

Taxes don’t just matter on April 15th. You may not want to hear it, but taxes should always be in the back of your mind when making spending, saving and investing decisions. While tax strategies can get really complicated really quickly, even basic strategies can save you big chunks of mulla. These are the ten tax-saving strategies you need to remember.

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Everything You Need to Know about a Thrift Savings Plan

For all of you working for good ol’ Uncle Sam, whether as a civilian for the federal government or one of the many heroes serving in military, the Thrift Savings Plan is for you! If the TSP applies to you, make sure you read this post, which includes details on the new TSP Modernization Act, to make saving for retirement as easy as possible.

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Everything You Need to Know about a 457

Have you ever heard of a 457 plan? If not, you’re not alone. These retirement plans are sometimes available to employees of state and local municipal governments, including some local school and state university systems. If you or a loved one falls into one of these employment categories and needs a crash course, look no further. Here is everything you need to know about a 457 plan.

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