What a year!

AJ: A few times in the last month I’ve found myself thinking and saying “good riddance, 2014!” and yet, when I sat down to outline this out-of-the-norm year, it had a lot of high points! In 2013 when we laid … Continue reading

Time to update your savings plan for 2015 – new 401k, HSA, and other contribution limits increased!

KJ: With updated savings limits for 2015 being finalized by the IRS recently, it’s time to plan for this next year for any changes to your savings plan. Some limits were increased (401(k), SEP, SIMPLE), but others remain the same … Continue reading

Year-end financial evaluation

AJ & KJ: Tis the season where we start to talk about the changes a new year will bring and reflect on everything from the past year. Before moving forward though it’s important to take stock of all the life … Continue reading

Look at your past budgets. You may be amazed

KJ: We just went through this exercise, and it was quite interesting. I have used Quicken since the beginning of (my) time with an income, so I have quite a few years of history to be able to reference. I … Continue reading

Credit card tips: what you need to know

KJ: Lists, lists, lists. There are so many out there, but we keep coming across some great ones that will help you get on solid financial footing. In this post, we focus on Bank Rate’s 10 can’t miss credit card … Continue reading