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Financial Clarity Blog

Helping people make smart financial decisions.  

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Getting Your Partner Involved in Your Financial Plan

Often when I work with couples, one person takes the lead, and the other is silent or possibly even absent. It totally makes sense. Sometimes one person is interested, and the other just isn’t. The path of least resistance is to go with it. You can make things happen on your own, so why bother to rope your partner into something they couldn’t care less about?

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Vaccinated? Get These Discounts & Freebies

Retailers and restaurants all over the country are offering discounts and freebies to people who show their COVID-19 vaccine cards. Krispy Kreme doughnuts are probably the most prominent national brand, but many regional and local places are getting behind the vaccine bandwagon and offering perks to patrons who are vaccinated. Today we put together a shortlist of some of the available freebies and discounts across the country. There may be others in your local area that haven’t made national headlines yet, so be sure to ask around!

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Resources to Grow Your Financial Literacy

Continuing with the Financial Literacy Month theme, we thought it would be a good idea to list some valuable resources to grow your financial literacy. Rather than focus on one topic, like we typically do each week with the blog post, we’ll reference a number of resources that we and others have created to help you grow your financial knowledge and ultimately reach financial independence.

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23 Terms for Your Financial Literacy Vocabulary

April is Financial Literacy Month, we figured it would help boost people’s financial literacy by putting together a short glossary of common finance vocabulary and jargon. You would need an entire dictionary or encyclopedia to cover all of the terms, but below are some of the more popular financial words or phrases you might hear and what they mean.

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Your Life Story Told Through Your Spending

Back in June 2019, I wrote down a tweet by Carl Richards that resonated with me. I saved it in my blog folder and haven’t done anything with it until now. The tweet said (not sure if I’m quoting or paraphrasing because I didn’t save the link): “Pretend you died and someone had to tell your life story through your spending history. What story would it tell?” Think about that for a moment. What would your story be?

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What should you do with EXTRA money??

For our readers who are still in training, you may be seeing another gift from Uncle Sam-soon. Or maybe you already have! These are crazy times, economically and personally. But even in crazy times, good things can happen. What do we do if those good things come in the form of “extra” money? A stimulus check, a bonus you didn’t think you would qualify for, or maybe even an unexpected inheritance. Do you pay down debt? Do you spend it? Do you save?

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Tax Tips for Doctors

It’s tax season, so of course, we’re writing blog posts about tax tips for doctors. While there’s not much, you can do to improve your tax scenario for this tax filing. You can do a number of things throughout the rest of the year to put yourself in the best tax position possible next spring. That’s the thing about taxes – we typically file our taxes by April 15th for the previous calendar year. Once the year is over, there’s not much you can do after the fact. Therefore, the best tax tip I can give you is to start your tax planning now for next year’s taxes.

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