I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between. But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.
Is it smarter to buy or rent? 🤔
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Hello Reader, I’ve been excitedly working on a rent versus buy calculator in my spare time. (I’m a numbers dork, yes this is the type of thing that I get excited about!) 🤓 But the other week I tossed my draft calculator in the garbage bin. 🗑️ Why, you ask? Because the New York Times just came out with a truly EXCELLENT rent versus buy calculator. It was fancier and more slick than anything I could put together and honestly… they’ve thought of everything. As soon as I saw it, I knew I needed to share it with everyone. The rent versus buy decision is tricky. 🤔 It’s a question I’m asked a lot. Like most financial decisions, the right answer for you will depend on a number of factors. And the NYT calculator can help you think them through. Whether you’re a committed renter, a committed homeowner – or wondering which path is right for you, I think spending a bit of time playing around with this calculator will be time well spent. And if you have any questions about it – or find any of it confusing – hit reply and let me know how I can help! Best, PS: I’ve gifted you access to the NYT rent versus buy calculator for 30 days (if you’re not a NYT subscriber). So don’t wait – give it a whirl today! |
Hi there! I'm a financial planner for therapists!
I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between. But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.
Hello Reader, Remember all the talk of the Corporate Transparency Act and mandatory Beneficial Ownership Information (BOI) filings from the beginning of this year? No? You’re not alone! Surprisingly few business owners have completed the mandatory FinCEN filing. But this is something you want to take care of. If your BOI filing is late, you accrue a fine: $591 EACH DAY! 😧 That adds up to over $215,000 in a year. Oh and there are also potential CRIMINAL penalties: a fine of $10,000 and two...
Hello Reader, I once heard that every human being is neglecting some essential element of their life at any given point in time. One important thing I’ve been neglecting is sharing financial tips with you through this newsletter! 😧 So… my October Resolution (is that a thing?) is to be more consistent in sharing helpful information with you! To kick it off, I want to let you know about a live webinar I’ll be holding with my friend Julie Herres of GreenOak Accounting in a few weeks! 🔗 Click...
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