Tuesday, January 5, 2016

Fascinating first run-down on the new You Need a Budget (YNAB) from Bogleheads.org:



1.  Now includes auto-import, or transaction sync'ing like Mint.com
2.  Subscription-based ($5/mon or $50/yr), with 30-day initial trial
3.  Some updated features
4.  Transition video tutorials available on YouTube

Other key links from the article:

Blog posts from YNAB with more details:
Less Tedium, More Focus, Older Money with the New YNAB
The New YNAB is Here
The Why Behind the New YNAB

Other helpful links:
YNAB4 Transition Guide

Monday, January 4, 2016

NewChicagoCPA - Intro Video (1:19)


Friday, December 4, 2015

Finally ready to share my 1st video.  The voiceovers are almost all correct, but it's about 8 min.

Wednesday, November 25, 2015

Tuesday, December 30, 2014


As you looking for good tips & discussion, don't forget what is likely the largest and most up-to-date resource on the web.  Probably eclipsing even Bogleheads.org and Investopedia.  Namely, Reddit.com's Personal Finance section (www.reddit.com/r/personalfinance).

As a redditor myself for over 8 years now, I've seen firsthand just how much info and interaction can be worth.  For this post, I'd simply like to call attention to this tremendous infographic that illustrates the answer of how to organize your finances in priority.  So, you have some extra $$$?  Here's the ordered sequence of how you'll want to use your funds: