Simplifi by Quicken: A DMM’s Review (Plus Free Template)

Simplifi by Quicken: A DMM’s Review (Plus Free Template)

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I help clients stay on top of their day-to-day finances. From managing bills and tracking expenses to organizing financial paperwork, I've seen firsthand how the right tools can transform daily money management from overwhelming to effortless. Simplifi by Quicken is one of my favorite tools for organizing and managing my clients' day-to-day finances. GET YOUR FREE EXPENSE TRACKING TEMPLATE: Start…

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Spending Triggers and How to Overcome Them

Spending Triggers and How to Overcome Them

Personal finances are complex and involve more than just numbers, budgets, and bank accounts. Our perceptions, learned behaviors, stresses, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers in order to gain more control over our financial lives. This blog post will empower you to make wise and informed financial decisions when you know what drives your spending habits.  Disclosure: This blog may contain affiliate links, which means we may earn a commission…

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Building a Financial Calendar: Money Management Guide Part 2

Building a Financial Calendar: Money Management Guide Part 2

Building a Financial Calendar for Money Management Welcome back to Part 2 of our journey into mastering financial organization with a timeless financial calendar. In Part 1, we examined what a financial calendar for money management is and its crucial components. Now, let's roll up our sleeves and walk through the practical steps of creating your own financial calendar, a tool that will not only organize but also empower your financial decision-making. 📋 What We'll Cover: Creating a personalized…

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Beyond Mint: Top Apps for Smart Financial Planning

Beyond Mint: Top Apps for Smart Financial Planning

As we approach January 1, 2024, the personal finance landscape is undergoing a significant shift with the closure of Mint, a popular budgeting tool. For many, Mint has been a cornerstone in managing personal finances, but its transition to Credit Karma may not align with everyone's budgeting needs. In this guide, we'll explore alternative budgeting apps with robust features to keep your financial health in check. Plus, we'll walk you through the steps to transfer your financial data from…

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The Importance of Teaching Financial Literacy in High School

The Importance of Teaching Financial Literacy in High School

Financial literacy is a crucial skill that everyone should possess in order to manage their finances effectively. Unfortunately, it's not always taught in schools, which can leave young adults ill-equipped to handle their finances in the real world. Did you know that only 26 states require high school students to take a course in personal finance? Next Gen Personal Finance is on a mission to change that by 2030! Let's explore the benefits of teaching financial literacy in high…

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