Hello! I am a CPA by day, writer by night, and adventurer on the weekends. I’m on the lookout for fun ideas to read, please send anything interesting my way! I am proud of my 160-character summary, but I have so much more to say. What am I Doing on Medium? I am writing due to…

401(k) vs IRA vs 403(b) vs PSP vs SEP… WTF — Saving for retirement should be simple, yet there are 16 separate retirement plans listed by the IRS. There are already so many economic reasons to put off saving for retirement, it is ridiculous that choice overload rears its ugly head to make your decision more difficult. However, while choice overload…

Short answer: there is no “correct” age to begin saving for retirement. — Saving enough for retirement seems like an impossibly high mountaintop. One that is so far away, that it is not even worth thinking about. …

School leaves a lot of gaps, how have you filled them? — The self-help niche exists to fill in the gaps left behind from school, training at work, and any other education that you have received. Throughout my academic journey, I earned a master’s in accounting and the CPA designation. …

Was I the only one thinking about retirement savings on New Year? — On December 29, 2022, the Secure 2.0 Act was signed into law by President Biden. Was this law important enough to interrupt your New Year’s celebrations? In one word: ABSOLUTELY. Ok maybe I am the weird one raising a glass of champagne for a retirement bill, but it is worth…

Save yourself a lot of stress with this one tip. — Fair warning, I am not a tax professional. My day-to-day responsibilities do not include preparing or filing taxes on behalf of individuals or companies. However, I am confident that I know more about taxes than the average Medium reader, so listen well! An Average Non-Tax CPA’s April April 15 is a nightmare; you are either…

Tips and tricks that help my mind age like fine wine. — I recently passed my 5-year college reunion, how the heck did that happen? With this, I realized that I never appreciated one of the greatest lessons that I learned during my two-decade-long run-in school. Hopefully, my self-help journey and 3 step-learning-process can inspire anyone looking for answers themselves. And please…

One area of study that many schools fail to address is personal finance. I graduated from college with a bachelor’s in management and a master’s in accounting, however, I did not have the opportunity to take a single personal finance class on my 17-year education journey. Many important personal financial…

Do not overlook the average millionaire’s largest hidden asset. — Your journey to millionaire status will be filled with ups and downs. Do not get distracted by the pomp and circumstance stereotyped with wealth, these are merely the tip of the iceberg for an average millionaire. …