Investing & Taxes

The original tiny violin problem: Wah, I made too much money to contribute to a Roth IRA, and accidentally contributed to one anyway! In other words, my life this year. This is a weird transition that most people who (a) are actively earning more money and (b) contributing to a Roth IRA will probably experience, […]

On today’s episode of, “Katie posts about a situation that’s so niche, it’s unhelpful to almost everyone,” I present to you: My first meeting with a CPA! This blog post is intended to help guide you through your first meeting, and potentially surface some questions you might want to ask yours, too. I have a […]

I go into much greater detail about marital finances (and the legal considerations therein!) in Chapter 4 of Rich Girl Nation, “I Thee Wed (and Spend Thy Bread.” If you’re interested in the full deep dive on money for couples, pick up a copy. Every time I post one of my monthly budget breakdowns, I […]

Ugh, I know — how annoying is that title? Nobody has a Magic 8 ball to predict what’ll happen in the future, but I have a slight issue with the idea that the only index fund you’ll ever need is the Total Stock Market. And based on the funds I see constantly discussed on #PersonalFinanceInstagram, […]