Financial Gratitude: Boost Your Money Mindset for Better Wellness

Financial Gratitude: Boost Your Money Mindset for Better Wellness

An October 2024 survey from Market Watch found that nearly half of Americans (47%) say 2024 has been the most stressful year of their lives financially, often citing high costs for essential goods like food. Additionally, 88% of Americans feel some level of financial stress, and 65% say finances are their biggest source of stress. Therefore, it's no secret that finances can bring stress into our lives, whether for short or prolonged periods, because when financial troubles arise, it can often feel out…

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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. Benefits of a Financial Calendar: Streamlining Your…

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Mastering Financial Organization: Creating a Timeless Financial Calendar

Mastering Financial Organization: Creating a Timeless Financial Calendar

Financial Planning: Organizing Your Finances In a world where financial landscapes are constantly shifting, the need for effective money management remains constant. Achieving clarity and control over your finances is essential regardless of your circumstances. Effective management, whether handling a fixed income, diverse portfolios, or family finances, is critical to making informed decisions and maintaining peace of mind. This is where a timeless tool – the financial calendar – comes into play. Unlike other trends, the principles of financial…

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