Personal Finance Archives

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Financial Basics During COVID-19

Post category:Personal Finance
Post last modified:February 24, 2026

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 30, 2025

Organizing your finances and the associated paperwork can be confusing. As a daily money manager, part of my job is helping clients manage all of this. In this post, I share 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. Money in…

Monthly Financial To-Do List

Post category:Personal Finance
Post last modified:August 20, 2025

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:November 25, 2025

Recent data from Bankrate shows that about one in three Americans has more credit card debt than personal savings. On top of that, for the first time in history, we have more than $1 trillion in credit card debt. If you’re one of the many people who contribute to these statistics, check out the following to stop wasting money and start saving more. Disclosure: This blog may contain affiliate links, which means we may earn a commission if you…

Financial Planning Basics

Post category:Personal Finance
Post last modified:May 22, 2025

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…