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Austin Preece, CFP®, EA
Feb 19, 20243 min read
Let's Talk About Funds!
Most people know that if they invest, they’re going to be buying mainly stocks and bonds. But how do investors go about buying them?...
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Austin Preece, CFP®, EA
Feb 12, 20243 min read
What Is A Stock?
Quick disclaimer before I answer the question - I use Microsoft as an example in this post, but that is not to be construed as a...
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Austin Preece, CFP®, EA
Feb 5, 20244 min read
Evaluating Your Investment Properties
Investing in real estate can be a great way to build wealth, for a few reasons. Real estate is easy to finance, so you usually don’t need...
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Austin Preece, CFP®, EA
Jan 29, 20246 min read
Set Your Kids Up For Success
Every parent I talk to has a specific idea of how they want to set their kids up for success. Sometimes it means helping them pay for...
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Austin Preece, CFP®, EA
Jan 22, 20244 min read
What Is Financial Planning?
This question has different answers depending on who you ask. I’ve met advisors who feel that they’re covering financial planning by...
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Austin Preece, CFP®, EA
Jan 8, 20242 min read
3 Things to Remember this Tax Season
People often have a viscerally negative reaction to taxes. It makes sense - you worked hard for your money, and taxes take some of that...
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Austin Preece, CFP®, EA
Dec 18, 20232 min read
Paystub Review
How much money do you make? Now how much do you actually get? It can be disappointing how much lower your net pay is than your gross pay....
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Austin Preece, CFP®, EA
Dec 11, 20234 min read
4 Budgeting Strategies to Try
If you read last week’s post about how to start budgeting, but you’re still looking for more ideas on what strategies might work best for...
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Austin Preece, CFP®, EA
Dec 4, 20232 min read
How To Budget
I wrote a blog post a couple of weeks before this one about strategies to ensure your savings is working for you by getting higher...
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Austin Preece, CFP®, EA
Nov 27, 20233 min read
Portfolio Diversification, Explained
We all know our portfolios are supposed to be diversified, but what does that actually mean? The simple answer is that diversification in...
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Austin Preece, CFP®, EA
Nov 20, 20235 min read
What Should I Do With My Cash?
A friend of mine asked me recently what the difference is between a High Yield Savings Account (HYSA) and a regular ole savings account....
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Austin Preece, CFP®, EA
Nov 13, 20232 min read
Does My Credit Score Matter?
Short answer: Most of the time, no. But it can make a big difference when it does. Long answer: Your credit score doesn’t always matter,...
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Austin Preece, CFP®, EA
Nov 6, 20232 min read
How to Improve Your Credit Score
Here are the main contributors, ranging from highest to lowest impact. Don’t Miss Payments This one’s pretty clear. If you have a history...
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Austin Preece, CFP®, EA
Oct 30, 20235 min read
Planning on Making a Career Move?
Want to make more money? Looking for a higher degree of flexibility or more vacation time? Feeling a little… stuck? Although I’m married...
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Austin Preece, CFP®, EA
Oct 23, 20235 min read
Some Things You Didn’t Know About HSAs (and Some You Did)
You know what’s super cool? Health Savings Accounts (HSAs). HSAs are probably the coolest accounts out there - and no, an HSA didn’t pay...
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Austin Preece, CFP®, EA
Oct 16, 20232 min read
5 Financial Planning Items to Consider When You Get Married
Congratulations! Getting married is so exciting, even if it is a little stressful. Use these pointers to make sure you and your...
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Austin Preece, CFP®, EA
Oct 9, 20232 min read
3 Common Misconceptions about US Federal Income Taxes
Taxes are like death. Or death is taxes. Something something… Unavoidable! Oh, I can’t remember the saying, but you catch my drift. Not...
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Austin Preece, CFP®, EA
Oct 2, 20232 min read
4 Guidelines for Building Portfolios
Want to do something for your future self? Start investing. Let’s say you have 20 years to invest, and you’ll earn an average return of...
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Austin Preece, CFP®, EA
Sep 25, 20232 min read
4 Ways to Save Money on Taxes Through Portfolio Positioning
Raise your hand if you want to pay more in taxes. Man, I hope that didn’t work on anyone. If it did, put your hand down, and go read a...
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Austin Preece, CFP®, EA
Sep 20, 20232 min read
Unique Planning Opportunities for Wisconsin Educators
During my middle school years, one of my teachers organized a stock picking simulation that aimed to instill financial knowledge in our...
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