Appreciate Finance Blog

Cost basis for home sales in California

Cost basis for home sales in California

Selling a home? Don’t forget cost basis! In California this is critical where homes often sell for far over the amount paid for them, and beyond the typical exclusion. Read more here...

Meditation for taxes?

Meditation for taxes?

If you need mindfulness meditation as you prepare your taxes or work through other financial tasks, check out these 3 practices. Read more here...

Don’t pay for insurance you don’t need

Don’t pay for insurance you don’t need

Here’s why you may not need AD&D Insurance.  Make sure you are paying for insurance you need and dropping or modifying policies you don’t need or aren’t useful anymore.  A review with your insurance provider can be helpful. Read more here...

Emergency Fund Mantra

Emergency Fund Mantra

The emergency Fund Mantra, as supported by the well known Suze Orman and Costco. I am delighted to see her suggesting folks keep a larger cushion than she used to recommend. Read more here...

Building Financial Resilience

Building Financial Resilience

Financial resilience, or knowing you can make things work out, no matter the twists and turns life takes, is an essential part of our existence. According to an Edward Jones study, nearly 70% of those with a financial plan feel they are financially stable and...

Are grades really worth big money?

Are grades really worth big money?

Should you tell your youngster grades are worth big money? You can try your best, though sometimes it can be hard for kids to wrap their heads around future financial concepts – one of the difficulties in planning to pay for college. Read more here...

Using Cryptocurrency… you should know this

Using Cryptocurrency… you should know this

And on the topic of non-boring investments, if you are dealing with Bitcoin, you might want to read this piece on taxes and cryptocurrency. Some folks don’t know the IRS treats bitcoin as an asset and not as a currency. Unwelcome tax surprises can ensue for the...