About Philip Taylor

Philip Taylor, aka “PT”, is a CPA, financial writer, podcaster, FinCon Founder, husband, and father of three. He created PT Money back in 2007 to share his thoughts on money and to meet others passionate about managing their finances. All the content on this blog is original, and created or edited by PT. Read more about Philip Taylor, and be sure to connect with him on Twitter, Facebook, or Google+. Listen to the new podcast, Masters of Money!

10 Ways to Give More to Charity in 2018

Ever heard of the “James Bond of philanthropy,” otherwise known as Chuck Feeney? He made it his life’s mission to give away his entire $7.5 billion fortune while he was still living. At the end of 2016 he gave away his last $7 million to Cornell University, leaving him only $2 million to live on […]

52 Week Money Challenge [New Printable for 2018]

So you want to save more money? It’s as good a day as any to get started saving more. Today I thought I’d share my thoughts on the 52 week money challenge and see how many of you would do something like this. How the 52 Week Money Challenge Works – Download the Printable The […]

The Important Things We’re Saving For (Our Savings Goals for 2018)

Each year I take a moment to consider my annual savings goals: retirement, emergency, short-term, etc. What do I want to get done with my savings in 2018 to feel like I made a solid push towards my plan for financial independence? Let’s take a look. I’m a believer in being intentional and putting carrots […]

How Long Will it Take To Get Your Tax Refund?

According to the IRS, they will issue “most refunds in 21 days or less.” Every year it is a constant debate on what to do with my tax refund. Should I go on a trip? Should I pay off my student loans? Or should I invest the money? With a few calculations, I discovered that […]

The Last Day to File Taxes in 2018 (Don’t Forget!)

No big surprises this year. The last day to file taxes in 2018, for the 2017 tax year, is April 17, 2018. This is a few days later than the normal mid-April date since April 15, 2018, falls on a Sunday, and Monday, April 16, is the date of observance for a Washington, D.C., holiday […]

How to File Your Taxes for Free This Year!

It’s that time again: Tax Time! While many people may struggle to complete their filing on time, why don’t you get ahead of the game and start preparing now? April, the last month to file taxes this year, will be here before you know it. So get going. Luckily, if you meet certain criteria, you […]

The Cash Flow Analysis for Our Rental Property at Year End 2017

It’s time once again to do our annual rental property cash flow analysis. To see previous years, visit the link at the bottom of the post. 2017 was the absolute best year ever for our rental property: 100% occupied, no major repairs, not a peep from our tenant, and the biggest cash flow amount ever! […]

35 New Year’s Resolutions For Your Finances

The New Year is upon us! Naturally, now is a good time to reflect on last year’s successes and failures and to make plans for a prosperous new year. If you need some ideas to get you started, I’ve provided a huge list of potential financial goals for you to set in the new year. […]

Upromise Review: A Little Extra Savings for College

I joined Upromise several years ago to start saving money for my kids’ college education. I had heard of Upromise before, but I procrastinated on signing up. I shouldn’t have, and neither should you! I’m going to give you the full review below. But if you want to make better use of your time, just […]

Your Flexible Spending Account [FSA] “Use It or Lose It” Rule – What You Need to Know

This is our annual reminder about spending your Flexible Spending Account dollars and setting your allotment for next year. Based on a Treasury Department modification of the “use it or lose it” rule, some employers are allowing $500 to carry-forward from 2017 to 2018. That means you can carry over up to $500 in unused FSA […]

051: Map Your Money Adventure with Nick True of Mapped Out Money

Nick is a 20-something financial blogger who lives in Chattanooga, TN with his wife Hanna and 3 fur children. His website is MappedOutMoney.com where he focuses on budgeting and helping people learn all of things about money they didn’t learn in school. Let’s dig in. Let’s meet today’s Master of Money…. Listen to the Episode […]

050: Using Your Values and Goals to Reach Financial Independence with Matt Miner

Matt Miner is a coach, author, and speaker who works with folks to get the most out of their money by understanding his clients’ values and goals, and then helping them do what it takes to gain control of their income and increase their savings rate. Check out his work at DesignIndependence.com. Matt holds a […]