Making Your Money Matter | Actionable resources to help accumulators optimize money to maximize their lives. Spreadsheet guru, tax pro, budgeting advocate.
New Post: "The financially optimal plan always needs to be adjusted (sometimes significantly) to accommodate more important life values and priorities. Money is simply a tool to help you reach your goals; it’s not the goal in and of itself."
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No one likes tax surprises (these comments in the photo are adapted from actual comments in personal finance groups).
If you hold your breath each year until your tax forms are filed, it's time to understand and take charge of your tax withholding.
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Confidence in my ability to achieve clear financial goals was the key turning point, not the achievement of any set amount of wealth.
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