In the age of the internet, and now AI, detecting financial scams can be really difficult, if not nearly impossible. Scams are everywhere...

Okay, I’ll admit it, bookkeeping is boring, even for us accountants. Entering numbers into a system is time-consuming and can make even...

One often overlooked aspect of investing that I see as a CPA is people lacking an exit strategy. What is an exit strategy, you might ask?...

"What you don’t do is just as important to your success as what you do do?” - Steve Jobs   It’s a Monday. I wake up to the buzzing of my...

I was catching the start of the NFL Playoffs this weekend when my friend told me about a business he had just started. "Jared," he said,...

Investing can be intimidating—there's no doubt about that. On one side of the coin, there’s the possibility of losing your money. On the...

As 2024 draws to a close, I find myself reflecting on the past year and planning for the year to come. I’m deeply grateful for the...

Creating a budget is no doubt an integral part of anyone's financial journey. One of the first budgets I ever created was on a piece of...

Starting a business has been one of the most humbling experiences I’ve ever undertaken. Every day, I’m faced with tough decisions, and...

Understanding and Improving Your Personal Credit Score  Your personal credit score plays a key role in nearly every financial decision...

One of my goals with these articles is to document my business journey, sharing what’s worked well for me and what hasn’t. My hope is...

Starting your personal financial journey is nothing short of a difficult task. There's a lot of information out there, and it's really...

What is ROI? The concept of ROI, or Return on Investment, is frequently mentioned in financial circles. But, what does it really mean?...

There are various "tax schedules" used to report different types of transactions on your Form 1040 throughout the year. Form 1040 is the...

One of the most common things I hear in the financial world is how much the stock market fluctuates on any given day. “My portfolio is...

Great question! I'm so glad you asked. Let's break it down.   The primary difference between these two types of retirement accounts boils...

One quote that resonated early in my investing career comes from none other than the great Benjamin Graham, mentor to Warren Buffett in...

The statement of cash flows is crucial to any business. Understanding this statement will set you apart as both an investor and business...

As a business owner and investor, understanding the balance sheet is essential. A balance sheet is a point-in-time statement that...

The income statement is one of the three essential financial statements that business owners and investors use to analyze a company's...