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January 24, 2024 ***IMPORTANT TAX REPORTING INFORMATION*** ***If you use a CPA to complete your tax returns, STOP HERE! Take this letter to your tax preparer along with your other tax documents. Otherwise, please read the following. The IRS requires that you report your short-term and long-term gains/losses on Form 8949 and then transfer this […]

The problem with budgeting systems is that they are either so meticulous that they leave no room for flexibility or they fail to sufficiently break down your spending categories. The former requires a tremendous amount of time to implement and oversee. Therefore, it is eventually abandoned as it proves too complex. The latter leaves large […]