5 Times You Should Review Your Financial Plan

Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, be sure to review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it yearly means you’ll catch any significant changes that need to be included. This helps ensure the data…

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5 Times You Should Review Your Financial Plan

Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, be sure to review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it yearly means you’ll catch any significant changes that need to be included. This helps ensure the data…

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6 Blog Posts to Organize Your Life

Whether you’re looking to organize your time, finances, or space, we’ve got you covered! Check six of our top blog posts to help you organize your life. Organize Your Time Planners are a great way to organize your time! Maybe you’ve used one before but didn’t find it helpful, or maybe you’ve never tried one. Either way, we’ve got blog posts that will help you successfully use a planner and maximize your time. 6 Reasons You Need a Monthly…

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10 Small Changes to Start Saving Money Today

Feel like you're burning through cash like wildfire? You’re not alone. According to a 2019 survey by Ladder, the average American spends almost $1500 per month on non-essential items. The good news with that is it makes it easy to cut back if you need to get out of debt or focus on saving, all of which are key elements of financial literacy. Check out the ten small changes to start saving money. Disclosure: This post may contain affiliate…

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How to Build Financial Literacy

Someone with good financial literacy understands where their money is going and how to make it work for them. It’s the ability to pay bills, borrow and save in a responsible manner, and invest for the future. These money management skills can be learned at any age. It’s never too late - or too early - start! True Assisting does not provide legal, accounting, or tax advice. The information offered is provided for general informational and educational purposes only…

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