How to Have a Healthy Money Outlook

CPA, Accounting, Accountant, Jackson TN

Did you know that money management and financial challenges are one of the biggest sources of stress for many Americans? Regardless of your net worth, it seems like there’s always something to worry about. While some things can’t be controlled, other stressful triggers can be kept in line with a little bit of thought and…

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How to Review Your Finances Midyear

No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you’re making steady progress toward your financial goals. Check In With Your Cash…

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Making the Most of a Financial Windfall

Whether it’s tied to performance, holiday profits or a tax refund, nothing beats the joy of receiving a bonus. But resist the temptation to blow it all on something that could be short-lived. Instead, consider the following, all of which can have a lasting impact. Pay down debt. If you’re carrying a credit card balance…

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Orderly Savings

Depending upon your circumstances and everyone’s is different, the order that you prioritize for investing may vary. However, in general most people should prioritize investing for the short-term and then the long-term. Short-term investing, which I prefer to call savings, is most commonly for an emergency fund. An emergency fund is basically a small accumulation…

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