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  • About
  • Blog
    • Financial Wellness
    • Savings & Debt Management
    • Investing
    • Major Life Decisions
    • Side Hustles
    • Tips & Tricks
  • Resources & Templates
    • Budgeting & Tracking
  • Contact Us

About me

Stephen Berger

As a CPA of 15 years, combined with my own personal journey, I'm passionate about simplifying complex topics and helping you build a life of financial security and success. Join me as we uncover the smart money moves that truly make a difference.
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Recent Posts

  • The Latte Lie: Why Cutting Coffee Won’t Make You Rich (But This Will)
    The Latte Lie: Why Cutting Coffee Won’t Make You Rich (But This Will)
    August 3, 2025/
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  • The 10 Things Every 20-Something Should Know About Money
    The 10 Things Every 20-Something Should Know About Money
    July 27, 2025/
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  • How I Saved $5,000 on a $55K Salary
    How I Saved $5,000 on a $55K Salary
    July 27, 2025/
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  • 5 Savings Mistakes Most People Make (And How to Avoid Them)
    5 Savings Mistakes Most People Make (And How to Avoid Them)
    July 27, 2025/
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  • How to Build an Emergency Fund (Even If You’re Broke)
    How to Build an Emergency Fund (Even If You’re Broke)
    July 27, 2025/
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  • How I Helped a Friend Pay Off $32K in 18 Months (Without Winning the Lottery)
    How I Helped a Friend Pay Off $32K in 18 Months (Without Winning the Lottery)
    July 24, 2025/
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Smart Money Moves. Simplified For You. Guided by a CPA.

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