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Educational TipsMiscellaneous

Update to Expense Tracker

    Last month, I added a new spreadsheet section to the blog.  One spreadsheet is the Expense Tracker. If you followed my last post about it, it measures your expenses against income giving you dollar figures to see where your money is spent. It deducts taxes also to predict what...

A New Take on Taxes

    With tax season already upon us, there are many emotions flying around. Stressed, trying to get all of your paperwork together to file in time and trying to learn about all the changes from the GOP tax plan that apply to your taxes. Anxious, to see how much you...

2017 Goals

        Hope everyone had a great 2016 and spent a lot of time with friends and family around the holidays. Many of you have probably hit record dividend income on your portfolios. While it's nice to take a moment and bask in the glory of our accomplishments, it's also...
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