Financial Gratitude: Boost Your Money Mindset for Better Wellness

Financial Gratitude: Boost Your Money Mindset for Better Wellness

Recent research from AMFM Healthcare reveals that 87% of Americans feel anxious about their finances, with nearly 79% reporting this anxiety has increased in recent months. A separate Capital One survey found that 73% of Americans rank finances as their number one source of stress—surpassing concerns about politics, work, and family. It's clear that financial pressure affects most of us, whether for short or prolonged periods, because when money troubles arise, it often feels out of our control. Financial…

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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 assist clients in managing their day-to-day finances effectively. 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 organizing…

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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, stress, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers to gain more control over our financial lives. We will empower you to make wise, 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 if you click a link…

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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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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 changing, the need for practical money management remains the same. Achieving clarity and control over your finances is essential regardless of your circumstances. Successful management, whether handling a fixed income, diverse portfolios, or family finances, is important in 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…

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