Money Matters - financial planning tips & strategies

Latest personal finance blog posts for non-profit professionals and charitable-minded individuals.

Matthew Hofacre 10/27/25 Matthew Hofacre 10/27/25

Maximizing Your Benefits During Open Enrollment Season

Matthew Hofacre 10/21/25 Matthew Hofacre 10/21/25

5 Investing Mistakes to Avoid in Your 30s and 40s

Matthew Hofacre 10/14/25 Matthew Hofacre 10/14/25

Investing in Your 30s and 40s: 5 Strategies to Build Long-Term Wealth

Investing in your 30s and 40s can seem daunting. How much should I invest? Where should I invest?

Contrary to popular belief, investing for long-term wealth does not have to be overly complex. In this article, read about five strategies that you can implement to put you on a path for building long-term wealth.

Matthew Hofacre 10/6/25 Matthew Hofacre 10/6/25

The Hidden Flexibility of Taxable Brokerage Accounts

Matthew Hofacre 9/22/25 Matthew Hofacre 9/22/25

The Five Pillars of a Strong Financial Foundation

Matthew Hofacre 8/25/25 Matthew Hofacre 8/25/25

Income Tax Brackets Explained: How to Calculate Your Net Tax Liability

This blog post discusses how to determine your tax owed or refund in a step-by-step process. The blog post also covers key topics such as calculating gross income, adjusted gross income (AGI), tax deductions, tax credits, and net tax liability. Additionally, we talk about how income tax brackets work in the United States, offering a detailed example of how varying tax brackets apply to taxable income.