Layers to this
A blog discussing how to create layers in your finances to avoid disrupting your investments.
top of page
Search
Feb 8, 20226 min read
Taxes as an Independent Contractor
An introduction to the changes in your taxes that come from being an independent contractor.
0 comments
Jan 25, 20227 min read
Welcome to 2021 Tax Season
The top five questions I've heard this season as an Enrolled Agent.
0 comments
Jan 11, 20225 min read
Credit Card Convenience
The perks of having a credit card and how to use it to your advantage.
0 comments
Dec 28, 20215 min read
Do I Have a Shopping Problem?
Four tips to be more effective with your shopping and remove the guilt that many feel from shopping.
0 comments
Dec 14, 20216 min read
Three Costs to Selling Stocks
Outlining the costs of selling stocks including taxes, commissions / broker fees and the opportunity cost of your time.
0 comments
Nov 30, 20216 min read
Tax Projection Szn
Why a tax projection is important and how to use it to plan and set expectations.
0 comments
Nov 16, 20215 min read
The Perfect Budget Doesn't Exist
Three things to simplify your budgeting.
0 comments
Nov 2, 20216 min read
Intangible Benefits of a Financial Planner
Intangible benefits of a financial planner to consider beyond just dollars and cents.
0 comments
Oct 19, 20216 min read
Five Tips for Successful Investing
Tips to simplify investing without giving up successful outcomes.
0 comments
Oct 5, 20216 min read
Pocket Project Turns One 🎈
A summary of my firm ownership in the first year.
0 comments
Sep 21, 20215 min read
Considerations When Quitting a Job
Things to think about when leaving a job to remain respectful, and prepare for what is next.
0 comments
Sep 7, 20215 min read
The Cost of Putting Off Your Health - A Personal Story
A personal story on a tooth journey and what was learned.
0 comments
Aug 24, 20215 min read
5 Tips for Negotiating as an Introvert
Considerations when having uncomfortable conversations as an introvert.
0 comments
Aug 10, 20213 min read
What to do with Old Retirement Accounts
Options available to you with old defined-contribution retirement accounts.
0 comments
Jul 27, 20216 min read
What Account Should I Save Into?
Which accounts should be prioritized? Unfortunately it depends, but this blog breaks down what you should be considering.
0 comments
Jul 13, 20215 min read
What are Payroll Taxes?
Payroll taxes are directly withheld and often forgotten about. This blog summarizes what they are and how to manage them.
0 comments
Jun 29, 20215 min read
How and Why I Negotiated my Lease Renewal
What to consider when negotiating a lease renewal.
0 comments
Jun 15, 20216 min read
Opportunity Cost of Paying Down Debt
An example looking into the "cost" of prepaying debt as opposed to investing extra savings.
0 comments
Jun 1, 20214 min read
Inflation Woes
There is high short-term inflation which was necessary to get us through the pandemic. Control what you can, and focus on the long-term.
0 comments
bottom of page