FIRE Movement - via TurboTax?
Balancing your saving and spending to find happiness, and the costs of having a lack of balance.
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May 4, 20216 min read
Getting to Know Your Credit Score
What your credit score means and why it doesn't have to be so scary.
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Apr 20, 20215 min read
Investment Trusts: Gold, Silver & Bitcoin
How investment trusts like WHFITs are taxed, and what to be aware of before investing in these trusts.
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Apr 6, 20216 min read
The Cost of a Cross Country Move: A Personal Story
A summary of the costs for me to move from Philly -> Scottsdale, Arizona.
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Mar 23, 20215 min read
Financial Decisions of Leaving a Job
Financial considerations before leaving a job, and how to make sure you are set up for success going forward.
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Mar 9, 20214 min read
Determining your Burn Rate
Determining your burn rate allows for understanding your spending, your risk capacity and a baseline to compare future changes.
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Feb 23, 20215 min read
The Future of Tax Rates & How to Plan for Them
The future of taxes are unknown. Combat this with tax diversification.
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Feb 9, 20217 min read
Welcome to 2020 Tax Season
The top 5 questions I have received going into the 2020 tax filing season.
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Jan 26, 20215 min read
Investing Outside of Retirement Accounts
What are your goals, and how are you saving for them? One of the most basic questions asked in financial planning, yet one of the hardest...
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Jan 12, 20215 min read
Debt Basics
I often hear the topic of explaining debt as “good” or “bad” based on the type of debt. In my opinion, it was your decision to purchase...
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Dec 29, 20205 min read
Savings Automation
Automate or not? There is a lot of information out there about different “hacks” in creating a successful financial future, and one I...
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Dec 15, 20204 min read
Pay Down Student Loans or Invest?
Thanks to the CARES Act, Federal student loans have been on pause for the majority of the year, allowing borrowers to forego payments...
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Dec 1, 20208 min read
Tax Planning for Young Professionals
My last post was about the technical side of a tax return - outlining many of the deductions you can take and the restrictions around...
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Nov 17, 20208 min read
Tax Write-offs - WTH is “The Line”?
Tax deductions are great if they are part of your normal spending. But you shouldn’t change your lifestyle or create unnecessary expenses...
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Nov 3, 20204 min read
Why do I need an Emergency Fund?
“You should allocate 3 - 6 months of your expenses to an emergency fund” - but why? No doubt the world needs some general rules of thumb,...
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Oct 20, 20206 min read
Does Passive Income = Easy Income?
What is passive income? Wikipedia defines passive income as “income that requires little to no effort to earn and maintain.”1 NerdWallet...
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Oct 5, 20204 min read
Who is Pocket Project?
Young professionals have a lot on their plate, and spending time reading endless personal finance information on the internet that is...
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