By Dan Nastou, CFA
 
 
Hello! There’s quite a bit of content here, so feel free to look around. Also, if you want a more structured personal finance experience, we’ve built a Personal Finance Crash Course. It’s free and easy to use. All you have to do is 1. Register with an email, 2. Take a short quiz to see where you stand, 3. Start learning! It’s that easy. You can start here.
 
Or you feel free to learn more about us here – Welcome to WES!
 

Guides and Posts

 
2024 Tax Season Guide
 
Updated retirement account contributions limits for 2024
 
What are I bonds and how to buy them
 
Tax deductible donations 101
 
How to file your taxes with automated tax software
 
What happened to Silicon Valley Bank?
 
Why financial losses feel so painful
 
A short history of inflation in the US
 
How to look up the Federal Reserve interest rate
 
WES Money Stuff 12-19-22
 
The WES Investing Cheat Sheet (an intro to investing)
 
Revisiting the Black Monday 1987 stock market crash
 
WES Money Stuff 10-9-22 – Market Meltdown
 
What is a basis point?
 
Understanding the link between inflation, the Fed, and the stock market
 
Sample budget at 100k/year
 
The July CPI report – is inflation cooling off?
 
How can the stock market “erase” trillions of dollars?
 
The math of recovering from an investment loss
 
Reviewing your retirement account
 
Is the stock market crashing? (January 2022)
 
What you should know before investing in the stock market
 
Credit 101 – breaking down the basics
 
How to cut distractions and be more productive
 
Tips for networking
 
Sample budget at 150k per year
 
How to create value in your career
 
Five investing mistakes to avoid
 
What is an index fund?
 
How to start investing on a budget
 
Five investing rules to follow
 
How to save for college
 
Sample budget at 50k per year
 
Five common money questions answered
 
How much money should you have in your emergency fund?
 
Three money musts for your twenties
 
How much life insurance do you need?
 
Understanding the basics of estate planning
 
Setting up a 403(b) account
 
How to refinance student loans
 
Workplace benefits 101
 
Opening a savings account
 
Setting up your 401(k) account
 
How does a Health Savings Account (HSA) work?
 
Getting disability insurance
 
Traditional IRA versus Roth IRA
 
Working with a tax professional
 
How to open an IRA retirement account
 
Automating your finances to save more money
 
Buying renter’s insurance
 
Rolling over a 401(k) to an IRA
 
Retirement accounts 101
 
How much debt is too much debt?
 
Five tips for first time homebuyers
 
There are no dumb money questions
 
Pay down debt or invest?
 
This is just some of what we cover. As I mentioned, if you’re looking for more, feel free to sign up for our system that covers more personal finance fundamentals. Again, all you have to do is register with an email address, take our short assessment quiz, then get going. No catch. Financial literacy is our thing. You can get started here. Thanks for stopping in!