Tag: Accountant Lessons

Lesson’s with an Accountant “Retirement”

Today on Lesson’s with an Accountant I am discussing Retirement.

If you are anything like me you are looking forward to Retirement.
I have a long list of things I want to do, places to travel, etc.

Disclaimer: I am an Accountant but not a CPA, please consult your CPA before making any financial decisions.

I posted the question on IG, What questions do you want answered on this series.
There were some great questions.  Budgets was the top concern, which I covered here.
Another reader posed the question “What percentage should we divide our income for savings, retirement, and recreation (travel, etc)?” Read More »

Lesson’s with an Accountant “Tax Refund”

Today on Lesson’s with an Accountant I am covering your Tax Refund.

It is important that we all be aware of positive ways to utilize our Tax Refunds.
Earnest has provided a wonderful graphic showing how to best use your tax refund.

Disclaimer: I am an Accountant but not a CPA, please consult your CPA before making any financial decisions.

I know many people who use their tax refund to go on vacation or purchase new items like TV or Furniture.  So when I saw the research above I was happy to see that 48% of people save their refund. Read More »

Lesson’s with an Accountant “Debt”

Welcome back to my monthly series “Lessons with an Accountant”
Today’s lesson is “Debt”
Disclaimer: I am an Accountant but not a CPA, please consult your CPA before making any financial decisions.Debt is a hard and stressful thing!
Drowning in Debt is an all too common phrase.
So how do we have Healthy Debt vs. Bad Debt?  Of course we have to start somewhere……Like the definition.

Read More »

Lessons with an Accountant – Forecasting

Welcome back to my new monthly series “Lessons with an Accountant”
Today’s lesson is “Forecasting”
Disclaimer: I am an Accountant but not a CPA, please consult your CPA before making any financial decisions.
One role of an Accountant is to forecast for their client/company

Read More »

Lessons with an Accountant – Budgets

Welcome back to my new monthly series “Lessons with an Accountant”
Today’s lesson is “Budgets – How do you make one and Stick to it!”
Disclaimer: I am an Accountant but not a CPA, please consult your CPA before making any financial decisions.

The story of the tortes and the hair, should be your story when working with a budget.  
Slow and steady wins every time.
What is a Budget?

Read More »

Lessons with an Accountant – Taxes

I have cut back on blogging in order to re-organize my thoughts and the direction of Wine & Couture.  I have primarily blogged about Fashion.  This past year I included more Life Style posts like Recipes and Travel posts.  I know you are wondering what is going on.  Heck, even I want to know.  What is Wine & Couture?   Is it a Style Blog?  Is it a Food Blog?  Where will 2018 take Wine & Couture?
Let’s be honest…..I have pretty good style but not the budget that goes with my taste.  I have really loved sharing with you my outfits and what items I am purchasing.  Sadly in 2018 I have to stop spending.  I found I was shopping for new items out of envy.  Ever do that?  See someone else with something and you have to have it, no other reason than you want to be like them.  Well I’m not, I am me…..which is probably why I don’t earn hardly any money on my linked products and why companies typically collaborate with me 1 time.  I am not a sales person, I am an Accountant!  So that is where Wine & Couture is going to change.  I will share at least 1 outfit post a month (but who’s kidding who, I love sharing my clothes so it may be 2-3).  I will also work on sharing healthy recipes for the whole family at least 1 time a month.  What is new will be “Lessons with an Accountant”.  I hope to post at least 1 time a month something that I have learned in my 8+ years as an Accountant.

Read More »


Assign a menu in the Left Menu options.