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.

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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.

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Recent Articles by Jim

7 ways to get free financial advice

If you want to get free financial advice to help you make an important decision, there are services out there to help you. From banks to libraries to pro bono financial advisors, this list of resources can help match you with someone who can help.

Should You Pay Taxes With a Credit Card?

If you owe taxes this year, you may be wondering if paying with a credit card makes sense. We break down the fees associated with paying with a credit card along with the rewards you could get, to help you decide if it makes sense for you.

What to Pack in a Financial Go Bag

If you need to evacuate your home in a hurry, it's important you have a Go Bag prepared. In addition to survival supplies, make sure you have your financial Go Bag packed too - here's what to include.

Why Saving The First $10,000 Is Critical

Famed investor Charlie Munger has said that saving your first $10,000 is the hardest but also the most important. If you don't save and invest your money, you will forever have to trade your time for more money - see why this makes so much sense.

Which TurboTax Version Should I Use in 2025?

If you want to use TurboTax in 2025, you may be confused as to which version you should be using. In this post, we explain each version and help you decide the best one for your tax situation.

Capital One 360 Review

Capital One 360 is Capital One Bank’s online division. It’s a great hybrid of online and traditional brick-and-mortar banking since…

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