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tax loss harvesting

Tax Loss Harvesting

December 15, 2019 George Robertson

While losses are not fun, December is a great time to evaluate your current portfolio of investments and see if…

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Posted in: Invest Filed under: Personal Finance
learning about assets and liabilities

Assets and Liabilities, A New Point Of View

January 10, 2018 George Robertson

If you have come across the terms “asset” and “liability” at some point in your life, then you are likely…

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Posted in: Increase Income, Invest Filed under: Personal Finance
new year celebration

5 New Year’s Resolution Ideas to Improve Your Finances

December 29, 2017 George Robertson

As the new year approaches many people reflect back on the year that has just passed and things that they…

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Posted in: Increase Income, Manage Spending Filed under: Personal Finance
breaking out of handcuffs

The Simple Math For Financial Independence

December 22, 2017 George Robertson

Financial independence: the ability to quit working and maintain the same standard of living that you had while working. Once…

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Posted in: Invest, Manage Spending Filed under: Personal Finance
IRS logo

How The New Tax Plan Affects You

December 20, 2017 George Robertson

If you haven’t been living under a rock for the last few months then you have likely heard about the…

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Posted in: Manage Spending Filed under: Personal Finance
mint app

Monitoring Your Finances With Mint

December 7, 2017 George Robertson

If you have not heard of Mint, by Intuit, it is a powerful app that lets you see your complete…

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Posted in: Manage Spending Filed under: Personal Finance
writing check on desk

Read This Before Paying Off Low-Interest Debt

November 30, 2017 George Robertson

Paying off debt is a great feeling. Everyone likes a financial “win” every once in awhile and paying off a…

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Posted in: Manage Spending Filed under: Personal Finance
personal finance needs

The Hierarchy of Personal Finance Needs

November 28, 2017 George Robertson 4d Comments

If you ever dabbled in psychology you may remember Maslow’s Hierarchy of Needs, a theory proposed by Abraham Maslow to…

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Posted in: Increase Income, Invest, Manage Spending Filed under: Personal Finance
Emergency Fund Uses

How To Build An Emergency Fund

November 27, 2017 George Robertson

Building an emergency fund is one of the most important components to a healthy financial plan. An emergency fund is…

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Posted in: Invest Filed under: Personal Finance
Fundamental budget question

Why Everyone Should Make A Budget At Least Once

November 19, 2017 George Robertson

While making a budget can be a tedious process, I believe that everyone should go through it at least once.…

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Posted in: Manage Spending Filed under: Personal Finance

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