Personal Finance Archives

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Financial Basics During COVID-19

Post category:Personal Finance
Post last modified:February 22, 2024

While it’s always a good idea to pay attention to your finances, the global health crisis has prompted many Americans to become even more aware. With high unemployment during this time, Google searches for “online finance courses” are up 200%. What these classes teach is financial literacy. This means the ability to understand and effectively use various financial skills such as personal financial management, budgeting, and investing. When used correctly, these financial literacy skills help people become self-sufficient and…

Organizing Your Finances and Paperwork

Post category:Personal Finance
Post last modified:December 1, 2023

Organizing your finances and the associated paperwork can be confusing. As a daily money manager, part of my job is to help my clients manage all of it. In this post, I’m sharing some of my best tips. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase something that we have recommended. This commission comes at no additional cost to you. Read our full privacy policy here.…

Monthly Financial To-Do List

Post category:Personal Finance
Post last modified:November 3, 2023

I'm a huge fan of to-do lists. As a professional organizer, I rely on to-do lists for my tasks as well as for my clients. As a daily money manager, I see first-hand the struggles people have with money and finances. One solution is a financial to-do list. I've put different tasks in different months, but unless they're time-sensitive, feel free to move them around if a different month would make more sense for your life. It's your financial…

11 Ways to Stop Wasting Money

Post category:Personal Finance
Post last modified:March 16, 2023

This post may contain affiliate links, which means we may receive a commission if you click a link and purchase something that we have recommended. This commission comes at no additional cost to you, but will help us keep this site up and running and ad-free! Thank you for all the support. You’re under no obligation to purchase anything and should only do so if the product will suit your needs. According to a 2019 report, 1/3 of Americans…

Financial Planning Basics

Post category:Personal Finance
Post last modified:April 3, 2024

Embarking on the journey of financial planning can often feel daunting, especially if you're new to the world of personal finance. Our guide, Financial Planning Basics, is crafted to ease this journey, offering a friendly and clear roadmap to help you navigate the complexities of managing your finances confidently. Whether starting from scratch or looking to enhance your existing financial strategy, this guide is your go-to resource. Disclosure: This post may contain affiliate links, which means we may receive…