Jim has a B.S. in Computer Science and Economics from Carnegie Mellon University, an M.S. in Information Technology – Software Engineering from Carnegie Mellon University, as well as a Masters in Business Administration from Johns Hopkins University. His approach to personal finance is that of an engineer, breaking down complex subjects into bite-sized easily understood concepts that you can use in your daily life.
One of his favorite tools (here’s my treasure chest of tools,, everything I use) is Empower Personal Dashboard, which enables him to manage his finances in just 15-minutes each month. They also offer financial planning, such as a Retirement Planning Tool that can tell you if you’re on track to retire when you want. It’s free.
Opinions expressed here are the author’s alone, not those of any bank or financial institution. This content has not been reviewed, approved or otherwise endorsed by any of these entities.
Digital nomads need a bank that can help them manage their money while traveling. Critical features include low monthly and foreign transaction fees, global ATM access, the ability to pay bills and transfer funds, and responsive customer support. If you're a digital nomad or planning to become one, here are 16 of the best banks for digital nomads. Learn more.
The Inflation Reduction Act included two provisions that offered tax rebates and credits for energy efficient home improvements. We take a look at those provisions and how states will implement them.
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The internet is a great place to get new ideas and opinions you hadn't considered you can't blindly follow the advice. Your finances are too important to leave to internet articles written by unknown people. Instead, follow a variety of bloggers, bounce new ideas off a trusted source, and verify your decisions with a fee-only financial planner when you can.
Bluevine is a fintech company catering to small businesses. How does Bluevine's business checking compare to offerings from other fintechs, such as Found, and Lili? Find out in this Bluevine Review.
Tribes are great when it comes to sports. It's fun to cheer for something and wear its gear. It becomes dangerous when this tribalism extends into the realm of investing.
Interval funds are closed end funds that limited redemptions to set periods - this gives them the ability to invest in more complex instruments. But should you be investing in these types of funds?
First Horizon Bank has a $450 bonus on their checking account with very reasonable qualification requirements. If you've been thinking about getting this account, see how you can get a $450 bonus.
Ownwell is a service that contests your property tax assessments with your taxing authority so you can pay less in property taxes. You only pay Ownwell if it successfully reduces your tax bill, and the average savings is over $1000. Learn more.
If you want to start a business, it's easy to focus on the paperwork and filings. Instead, you should think about the idea, test it, and refine it before you worry about filing anything.
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Budgeting is about tracking your spending and, ideally, it would be nice to have an app that doesn't charge you for it. There are fewer and fewer free budgeting apps out there but we've found a few worth looking at.