Balance Sheet Affluent

Income Statement vs Balance Sheet Affluence – Which Type of Affluence Do you Want?

Thomas J Stanley discusses two types of wealthy people in his best selling book The Millionaire Mind. Those who are Income Statement Affluent and those who are Balance Sheet Affluent.  Robert Kiyosaki also discusses a similar concept in his book Rich Dad’s Cash Flow Quadrant. Except, he divides people into four categories: Employees, Self-Employed, Business Owners, and Investors. To draw a…

The Master List of Guest Posts

As time goes on I’ll be posting a ton of create content on other websites and platforms across the web. This page will be continually updated with my latest guest posts.   BiggerPockets Who Qualifies as an Accredited Investor and Why it Matters! Its Time to Clarify the Tax Benefits of Rental Real Estate The…

Advice for the Millennial Investor

Advice for the Millennial Investor: Part II

Advice for the Millennial Investor: Part II In Part I, we discussed building the habit of saving a portion of your income for investment purposes. Now it’s time to explore what to invest in – I will discuss traditional and alternative investments for the long-term (retirement). As well as building an experiment fund, separate from…

My CPA Exam Journey

My CPA Exam Journey

The summer following my college graduation, I started an internship from the national accounting firm BDO USA, LLP. After the internship, I received a full-time offer and was set to start in October 2014. Before I got too far removed from study mode, I knew I had to pass the CPA exam…

pass the cpa

The No BS Guide to Passing the CPA Exam

The No BS Guide to Passing the CPA Exam How to pass the CPA Exam on the first try while working full-time.   Table of Contents Introduction Commitment Setting deadlines Which order to take the exam Creating habits Time saving secrets Cut out the lectures Drill multiple choice and sims Rewriting notes & questions Avoid…