Buying a House will Slow Down Your Path to Financial Independence (But You Should Do it Anyway)

TLDR: buying a house isn’t the best way to build wealth – the stock market is better – but buying a home is still a great idea if you do it right. Buying a House is Still Part of Our “American Dream” Despite the buzz about renting being the new hottie, buying a home is […]

The 4 Big Reasons Why We’re Fixing Our Finances and Pursuing Financial Independence

In the marketing industry people often talk about selling the benefits (“hey, look how this thing can change your life”) vs the features (“hey, look at this thing with all the bells and whistles – here’s how to use it”). I’ve always been more of a features guy myself. I want to know the steps […]

Blooom: Finally, a Robo-Advisor to Help You Manage Your 401K

When you started your first job, were you offered a 401(k) account? And if you were, did you even know what that meant? PT’s note: When I started my first big career job (nine months with KPMG out of Shreveport, LA) I never invested with the 401K! I didn’t even get the match! It wasn’t […]

TurboTax Live Review: File Your 2017 Taxes at Home with Expert Help

This post is brought to you by TurboTax. While this is a sponsored post, all content and opinions expressed here are my own. I have a long history with TurboTax. They were the program I used back when I was filing taxes as a single graduate student in 2006, and they helped me throughout the […]

Important Tax Law Changes You Need to Know [ Updated for 2018]

Getting psyched to do your taxes? I suppose if you’re expecting a refund you might be. Or if you’re kind of a tax nerd like me, you might take some pleasure in breaking down the tables and watching the software do its thing. Or you might be interested to see how the recent Tax Cuts […]

Experian IdentityWorksSM Review: [FREE TRIAL] ID Theft Protection Plus Credit Reporting

**This article contains sponsored advertising content. About IdentityWorksSM In 2016 alone, more than 15.4 million consumers in the United States were victims of identity theft with more than 16 billion dollars stolen. With online shopping and credit card usage skyrocketing, it is not surprising that identity theft hit an all time high in 2016. Recognizing […]

The Best Personal Finance Software for Taming Your Budget (In 2018)

Pluto LogoManaging your money is a complex skill, especially now that you no longer have to leave the house or even pull out your wallet in order to spend money. That’s why it is more important than ever for you to track spending and stick to a budget. But the old school methods of budgeting […]

How to Track Your Net Worth [+ My Net Worth]

You’re probably reading this site because you want to see your financial life improve? Maybe move toward financial independence? Good on you, my friend! A great way to get better at something is to start tracking it. Let’s talk about measuring and tracking your net worth. Simply put, your personal net worth is equal to […]

TurboTax 2018 Review | Popular Online Tax Software

TurboTax is one of the most popular tax preparation software programs out there and for very good reason. It offers a step-by-step process for preparing your taxes so you can rest assured that every I is dotted, every T is crossed, and every eligible deduction is taken. They take care of yearly tax updates, making […]

H&R Block Tax Software 2018 Review

H&R Block is one of the biggest names in tax preparation, responsible for preparing a whopping 1 out of every 7 tax returns that are filed in the United States. Their huge command of the market is due to the fact that they have both 10,000 physical branches all around the U.S., as well as […]

052: Master Your Money with PT

I can safely say that this episode of the podcast is unlike any other I’ve done. If you’ve listened to at least one other episode, you know that I interview someone new every week and find out all about when they decided to become a master of their money, what tools they use to manage […]

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 […]