Fina Blog

Financial literacy isn't taught in school, so if you're going to get educated, it might as well be here!

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Research

6

MIN. read

8 Benefits of Financial Reporting Platforms for Budget Management

In today's increasingly complex financial landscape, budget management is a key component of financial success. In this article, we’ll look at the 8 key advantages of financial reporting systems (and where to find them).

Clay Raterman

Jul 1, 2024

Announcement

10

MIN. read

Upcoming Fina Launch: Custom Metrics, AI, Templates

This details the new releases coming for custom metrics, AI, template sharing, and more!

Clay Raterman

May 1, 2024

Money Tips

2

MIN. read

Top 2 Personal Finance Metrics: Fixed vs. Variable Expenses

This details the concepts of fixed versus variable expenses and how to use both of these metrics to better manage your personal finances.

Clay Raterman

Feb 26, 2024

Money Philosophy

5

MIN. read

Unlocking Financial Wellbeing: The Crucial Intersection of Psychology & Finance

Our financial progress is inextricably linked to our psychological patterns, biases, and the frames through which we view our money. In this article we explore 7 psychological biases that affect how we manage our money.

Clay Raterman

Feb 12, 2024

Money Tips

6

MIN. read

Effective Debt Management: Strategies to Free Yourself from Debt

This article delves into the various proven strategies for debt management, offering practical steps and advice to guide you out of debt.

Clay Raterman

Jan 29, 2024

Money Tips

15

MIN. read

Master Your Payday Routine: 5 Steps to Financial Freedom

Don't know where to start when beginning the journey of managing your finances? One easy place to start is with a "payday routine". We will go through how to establish your payday routine to stay on top of your finances.

Clay Raterman

Jan 23, 2024

Money Philosophy

10

MIN. read

Breaking Bad Money Habits: Insights from an Expert Accountant

This article delves into common financial missteps and offers valuable advice for cultivating healthy financial practices. I chose to summarize the top 3 lessons I gained and delve deeper into them.

Clay Raterman

Jan 17, 2024

Money Tips

9

MIN. read

Mapping Your Financials Goals for 2024: A Tactical Gameplan with Examples

In this guide, we're going to break down the art of setting financial goals into digestible, actionable chunks. From understanding what financial goals really mean to making them work for you, we've got you covered.

Clay Raterman

Dec 15, 2023

Money Tips

8

MIN. read

Revolutionize Your Holiday Spending: Smart Strategies to Master Your Holiday Budget

This article explores some unique and non-traditional approaches to holiday budgeting that offer more than just generic advice.

Clay Raterman

Dec 7, 2023

Money Tips

5

MIN. read

Breaking down the "Income statement" so a 2nd grader could understand it

This article aims to break down the most important financial report inside a business, The Income Statement, so that even a second-grader could understand it.

Clay Raterman

Nov 12, 2022

Announcement

10

MIN. read

Mint Is Shutting Down, Fina Is Rising Up (Fina vs. Mint)

Mint Is Shutting Down. Fina is an alternative financial tracking platform that Mint users can migrate to. Here is a full comparison of the platforms.

Clay Raterman

Nov 3, 2023

Money Tips

4

MIN. read

Ultimate Tax Savings Guide For Entrepreneurs (Explained in 30 seconds)

I interviewed 10 small business CPAs to get their best tax advice for early-stage entrepreneurs & start-ups. Here are their results.

Clay Raterman

Nov 2, 2022

Money Philosophy

5

MIN. read

Rules Around Saving Money (and where NOT to save it)

The reason most people keep their money in a savings account is often because of the feeling of security. This article explores alternatives to having cash simply sitting in a bank account.

Clay Raterman

Oct 31, 2022

Money Philosophy

8

MIN. read

How To Create Your Own "Sequence" Of Investing (+ here's mine)

Choosing what to invest in is hard, this article aims to explore a sequence of investing to help identify when to make certain types of investments based on your situation and risk tolerance.

Clay Raterman

Oct 15, 2022

Money Tips

6

MIN. read

Every Credit Card Tip You Should've Been Taught At 15

Here's an article outlining everything you should have been taught about credit cards growing up.

Clay Raterman

Sep 28, 2022

Fina Blog

Financial literacy isn't taught in school, so if you're going to get educated, it might as well be here!

Search for content...

Research

6

MIN. read

8 Benefits of Financial Reporting Platforms for Budget Management

In today's increasingly complex financial landscape, budget management is a key component of financial success. In this article, we’ll look at the 8 key advantages of financial reporting systems (and where to find them).

Clay Raterman

Jul 1, 2024

Announcement

10

MIN. read

Upcoming Fina Launch: Custom Metrics, AI, Templates

This details the new releases coming for custom metrics, AI, template sharing, and more!

Clay Raterman

May 1, 2024

Money Tips

2

MIN. read

Top 2 Personal Finance Metrics: Fixed vs. Variable Expenses

This details the concepts of fixed versus variable expenses and how to use both of these metrics to better manage your personal finances.

Clay Raterman

Feb 26, 2024

Money Philosophy

5

MIN. read

Unlocking Financial Wellbeing: The Crucial Intersection of Psychology & Finance

Our financial progress is inextricably linked to our psychological patterns, biases, and the frames through which we view our money. In this article we explore 7 psychological biases that affect how we manage our money.

Clay Raterman

Feb 12, 2024

Money Tips

6

MIN. read

Effective Debt Management: Strategies to Free Yourself from Debt

This article delves into the various proven strategies for debt management, offering practical steps and advice to guide you out of debt.

Clay Raterman

Jan 29, 2024

Money Tips

15

MIN. read

Master Your Payday Routine: 5 Steps to Financial Freedom

Don't know where to start when beginning the journey of managing your finances? One easy place to start is with a "payday routine". We will go through how to establish your payday routine to stay on top of your finances.

Clay Raterman

Jan 23, 2024

Money Philosophy

10

MIN. read

Breaking Bad Money Habits: Insights from an Expert Accountant

This article delves into common financial missteps and offers valuable advice for cultivating healthy financial practices. I chose to summarize the top 3 lessons I gained and delve deeper into them.

Clay Raterman

Jan 17, 2024

Money Tips

9

MIN. read

Mapping Your Financials Goals for 2024: A Tactical Gameplan with Examples

In this guide, we're going to break down the art of setting financial goals into digestible, actionable chunks. From understanding what financial goals really mean to making them work for you, we've got you covered.

Clay Raterman

Dec 15, 2023

Money Tips

8

MIN. read

Revolutionize Your Holiday Spending: Smart Strategies to Master Your Holiday Budget

This article explores some unique and non-traditional approaches to holiday budgeting that offer more than just generic advice.

Clay Raterman

Dec 7, 2023

Money Tips

5

MIN. read

Breaking down the "Income statement" so a 2nd grader could understand it

This article aims to break down the most important financial report inside a business, The Income Statement, so that even a second-grader could understand it.

Clay Raterman

Nov 12, 2022

Announcement

10

MIN. read

Mint Is Shutting Down, Fina Is Rising Up (Fina vs. Mint)

Mint Is Shutting Down. Fina is an alternative financial tracking platform that Mint users can migrate to. Here is a full comparison of the platforms.

Clay Raterman

Nov 3, 2023

Money Tips

4

MIN. read

Ultimate Tax Savings Guide For Entrepreneurs (Explained in 30 seconds)

I interviewed 10 small business CPAs to get their best tax advice for early-stage entrepreneurs & start-ups. Here are their results.

Clay Raterman

Nov 2, 2022

Money Philosophy

5

MIN. read

Rules Around Saving Money (and where NOT to save it)

The reason most people keep their money in a savings account is often because of the feeling of security. This article explores alternatives to having cash simply sitting in a bank account.

Clay Raterman

Oct 31, 2022

Money Philosophy

8

MIN. read

How To Create Your Own "Sequence" Of Investing (+ here's mine)

Choosing what to invest in is hard, this article aims to explore a sequence of investing to help identify when to make certain types of investments based on your situation and risk tolerance.

Clay Raterman

Oct 15, 2022

Money Tips

6

MIN. read

Every Credit Card Tip You Should've Been Taught At 15

Here's an article outlining everything you should have been taught about credit cards growing up.

Clay Raterman

Sep 28, 2022

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