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Kate Fox

Kate Fox is a former CPA, with twenty years of experience in public accounting and corporate finance. Born and raised in Alaska, Kate is currently based out of southeastern North Carolina.  She loves coaching others on personal finance and spends her free time traveling with her family or relaxing by the pool with a good book, probably about money.

7 Things I’m Thankful For This Thanksgiving

Nov 26 2019 by Kate Fox
Thanksgiving Blessings

Tomorrow is Thanksgiving. The holiday of thanks! As family (and the cold) descends upon my house, I thought it would be a good time to reflect on what I’m thankful for this year – personal finance style. 1. Starting my own business In September of this year, I started my own business. It was a … Read more

Categories Financial Security, Lifestyle, Personal Finance, Real Estate, Retirement Leave a comment

How To Prepare to be an Executor of an Estate (before they die)

Nov 26 2019 by Kate Fox
what to do as an executor

My parents are visiting for Thanksgiving. As we sat around the table after dinner last night, we started talking about whether they had all their legal documents in place, such as a will and a power of attorney. They said yes, which gave me some relief. Then, when I asked where the documents were stored, … Read more

Categories Financial Security, Personal Finance, Retirement Leave a comment

Is a Private School Education Worth the Cost?

Nov 19 2019 by Kate Fox
private school education

Last week my son scored in the 99th percentile for math – in the nation. He’s in second grade. I knew he was smart, particularly when it comes to numbers and STEM activities. He’s been building the 1,000+ piece lego sets by himself for a couple of years. But I would be lying to say … Read more

Categories Personal Finance Leave a comment

3 Tips To Survive the Christmas Shopping Season (On A Budget)

Nov 19 2019 by Kate Fox
Christmas shopping tips

If Walmart and Target are your holiday timeline benchmarks, then it’s safe to say Christmas is here. Because the shopping season between Black Friday and Christmas, retailers are starting early. As you shop this season, I offer you three tips to ensure you stick to your budget and survive the season without debt. Get Your … Read more

Categories Banking & Saving, Personal Finance, Saving Leave a comment
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