Trying to decide when it’s time to work with a CPA/CFP - BOCVIP

My personal financial situation probably isn’t that complicated in the eyes of the average professional, but to me I’m starting to feel like I could use some

BOCVIP
My step father-in-law has nothing and is in debt. I do not know what to do about death planning. - BOCVIP

My wife's mom passed away and step-dad has a gambling problem. My wife's mom died in 2019 and he eventually inherited 80-100k between 2019-2022. He

BOCVIP
Pregnant and getting laid off - BOCVIP

So I (33F) found out this week that I’m getting laid off from my software job. Bonus is, I’m 14 weeks pregnant. I’ve been able to negotiate a 4 month

BOCVIP
I don’t understand renting / how to know what’s affordable at all - BOCVIP

Do other people get it? I live in a fixed rent shared house and I want to move to where I work- Manchester, Uk. Yet the idea of adding bills plus council tax

BOCVIP
Tax Thursday Thread for the week of March 19, 2026 - BOCVIP

This weekly cross-sub thread will be posted through mid-April to give subscribers a chance to ask basic tax-related questions in a consolidated thread.

BOCVIP

You get automation without blindly trusting a model with your numbers. Write the import rules once, and everything stays deterministic and auditable after that.

If you want more control over their financial data without paying for yet another SaaS tool, this might be the workflow you've been looking for.

Full post: https://shinglyu.com/blog/2026/03/18/hledger-and-ai.html

#PersonalFinance #hledger #PlainTextAccounting #Expat #AI

hledger and AI: Managing Your Finances in Plain Text | Shing's Blog

Shing Lyu's blog

My Mom passed away broke but I’m getting collection notices for her. - BOCVIP

I’m not sure what to do here. My Mom passed back in January after months in the hospital in New Jersey. She really didn’t have much. I was named as an

BOCVIP
Dad's retiring after only 10 years of US work ($10k avg). How much will his SS check actually be? - BOCVIP

Quick question about Social Security for my dad. He moved to the States after 50 and just finished exactly 10 years of work. He has his full 40 credits now,

BOCVIP
Should I exercise my stock options after leaving my company? - BOCVIP

I have recently left my previous employer after 5 years and I am able to exercise my stock options. I have a very low strike price from joining near the

BOCVIP