Seeing the Forest Through the Sales
Forest-through-the-trees syndrome is a condition that afflicts us all at some point in our lives: We get so entrenched in what we are doing (the trees) that we cannot see the big picture (the forest). And while this is true in all aspects of life, personal finance is...
Mortgage Escrow Accounts: A Homeowner’s Best Friend
The home-buying process is known for having little nooks and crannies filled with things you never heard of, and people never told you about (and they usually cost no less than $100). That’s why I’m happy to spill the beans today about something good you may not have...
Understanding Your Net Worth
Do you know what your net worth is? Think of it as a financial report card. It’s something that you need to evaluate so you can figure out what you need to do in order to reach your financial goals. Net Worth = Assets – Liabilities Your assets are...
Facebook’s New, Social Money
Last month, Facebook announced that it was getting into the cryptocurrency business with a new product called Libra. Libra is different from Bitcoin and other cryptocurrencies in several ways: The Libra currency is bought directly by the consumer with regular money,...Pull Yourself Out of the Work Zone and into Your CPA’s Office
Despite the warm temperatures, if you look closely, you’ll see that some of the leaves are beginning to change colors and some are even falling. Soon, the air will catch up and cool down. With Labor Day over and the school busses on the streets, I’m...
Celebrating 23 years in business helping people stay financially organized
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