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…
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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…
What is Lifestyle Creep Lifestyle creep happens when income goes up. Things that once were classified as “luxuries” become “necessities.” While this may be okay to a certain extent, it’s also important to make saving for the future a priority. Otherwise, it may derail debt reduction and retirement plans. Examples of Lifestyle Creep Lifestyle creep can take on many forms. The following are some common examples. Think about your own life. What else might you be able to add…
First, let me be clear that I’m not a CPA. For specific tax advice, you’ll need to speak with an expert. I’m happy to refer you! With that understanding, I do want to help you get organized and be sure you have the proper documentation for your tax situation. 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…
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