Best Wallet Hacks

Home ‣ Archives for Jim Wang

Jim Wang

Jim Wang is a forty-something father of four who is a frequent contributor to Forbes and Vanguard’s Blog. He has also been fortunate to have appeared in the New York Times, Baltimore Sun, Entrepreneur, and Marketplace Money.

Jim has a B.S. in Computer Science and Economics from Carnegie Mellon University, an M.S. in Information Technology – Software Engineering from Carnegie Mellon University, as well as a Masters in Business Administration from Johns Hopkins University. His approach to personal finance is that of an engineer, breaking down complex subjects into bite-sized easily understood concepts that you can use in your daily life.

One of his favorite tools (here’s my treasure chest of tools, everything I use) is Empower Personal Dashboard, which enables him to manage his finances in just 15-minutes each month. They also offer financial planning, such as a Retirement Planning Tool that can tell you if you’re on track to retire when you want. It’s free.

>> Read more articles by Jim

Opinions expressed here are the author’s alone, not those of any bank or financial institution. This content has not been reviewed, approved or otherwise endorsed by any of these entities.

See Jim on Instagram | Linkedin | TikTok

Recent Articles by Jim

Capital One 360 Performance Savings – Is It Worth It?

There is no shortage of high-yield savings accounts available on the market today. The Capital One 360 Performance Savings stands out for its competitive APY and a very generous welcome offer. Learn more about what Capital One has to offer in our full review.

Do data breaches really matter anymore?

It seems like there's a massive data breach every few weeks. Is this something you should be worried about, whether your data was released or not, or is it much ado about nothing?

USAA Bank Promotions: $200 for USAA Classic Checking

USAA is widely regarded as one of the most respected financial institutions and now has a nice bonus for members opening up a checking account. If you meet eligibility criteria, see how you can easily get a bonus for opening a checking account.

What is Paycheck Budgeting? (plus Free Template Printable!)

Paycheck budgeting is a time tested method of matching your paychecks to your monthly expenses. It's not difficult on its own but it's made easier if you have a simple budgeting template you can follow (and is included in this post for free).

What is capital gains harvesting?

Have you heard of capital gains harvesting? Or tax gain harvesting? It's when lower income taxpayers "harvest" unrealized capital gains while their long term capital gains rates are zero percent.

How much financial help should you give your kids?

A Redditor shared his rage at learning his parents had millions of dollars while he and his family struggled to make it in a high cost of living area. How do you think about financial help for your kids or other loved ones?

As Seen In: