• 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.

Everything You Need to Know about a 403(b)

Calling all teachers, doctors, nurses, librarians, priests, nuns and non-profit employees—are you completely familiar with the retirement plans that may be available to you? This post includes everything you need to know about a 403(b) plan, as well as a brief intro to other plans that may be available to you, including 457 and 401(a) plans.

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What to Know about Saving for Retirement

Retirement! It’s the dream, workless life we all hope to enjoy someday. This will not come as a surprise, but retirement, unfortunately, is not free. It’s a reward and a privilege for those who saved for retirement appropriately, which is something you should start TODAY. This post covers the tax-advantaged accounts you should use to make saving for retirement as easy as possible.

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