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Personal Taxes | Retirement

Retirement Withdrawal Strategies: 4% Rule vs The Bucket Method

ByEmily Guy Birken

One of the most nerve-wracking aspects of nearing retirement is the prospect of possibly running out of money…

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Home and Rent

Things to Consider Before Closing on Your Next House

ByPhilip Taylor, CPA

    We recently closed on our new home purchase. Hooray! I’m the newest home-owner you know. I…

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The Best Approach to Long-Term Savings (Non-Retirement): Building Your Nest Egg
Saving Money

The Best Approach to Long-Term Savings (Non-Retirement): Building Your Nest Egg

ByPhilip Taylor, CPA

Let’s say you’ve got your retirement savings figured out. Meaning, you are currently automatically saving money each month…

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What a $25,000 Wedding Budget Looks Like [Spreadsheet + Tips to Save]
Spending Wisely

What a $25,000 Wedding Budget Looks Like [Spreadsheet + Tips to Save]

ByMichael Pruser

Last October, I decided to take the plunge and ask my girlfriend to marry me. She said yes,…

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Home and Rent

How to Decide Where to Live and Why We Chose to Stay Put

ByPhilip Taylor, CPA

Have you ever wondered if you’re living in the right place? The right neighborhood? The right city? The…

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