Is It OK to Get a Big Tax Refund?
Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.
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The Elevation Financial Blog · Page 2
Plain-English money guidance, every week. Most posts are also episodes of the Wealth Redefined® podcast.
How to Build a Business You Can Sell
Not everyone starts a business planning to sell it. Some of you have no interest in an exit at all, and that's fine. But stick with me, because the work that makes a business sellable is the same work that makes it healthier, calmer, and more profitable to run right now.
Read moreFive Ways to Simplify Your Money (and How It Helps)
Many people assume that managing money well requires complexity. More accounts, more spreadsheets, more strategies, more monitoring. The opposite is usually true.
Read moreCan I Afford a House Even If I Can't Put 20% Down?
Understanding where the 20% number comes from, and what your actual options are, can help you make a decision based on your finances instead of someone else's rule of thumb.
Read moreWhy We Avoid Looking at Our Finances (And What It Costs)
Financial avoidance is very common, but if you learn to recognize it and manage it, you can get better at overcoming these tendencies.
Read moreHow to Protect Your Money From Crypto "Pig Butchering" Scams
What is a pig butchering scam? Learn how this crypto fraud works, the warning signs to watch for, and how to protect your money.
Read moreAm I at Risk of Having My Identity Stolen or Being a Victim of Fraud?
Identity theft and financial fraud are not abstract problems that happen to other people. They happen to people who are careful, educated, and financially stable. The good news is that most identity theft and fraud can be prevented with a few deliberate habits.
Read moreWhat Is a 5498 Tax Form and What Should You Do With It?
You did everything right. You gathered your tax documents, filed your return on time, and finally felt that satisfying sense of closure. Then, sometime in May or June, an envelope shows up with yet another tax form inside.
Read moreThe Truth About IPOs – What Wall Street Doesn't Tell The Average Investor
With all the hype around IPOs, it's easy to see why people tend to get excited about getting in on the action. But what does the historical performance data show? And how can everyday investors participate?
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