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, 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 annually means you’ll catch any significant changes that need to be included. This helps ensure the data you’re working with…

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8 Blog Posts to Organize Your Life

Whether you’re looking to organize your time, finances, or space, we’ve got you covered! Check out eight of our top blog posts to help you organize your life. Organize Your Time We all have the same amount of time in a day but for most of us, it never seems like there's enough of it. Make the most of your time by organizing and scheduling it with a planner! Maybe you’ve used one before but didn’t find it helpful,…

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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 survey by Ladder, the average American spends almost $1500 per month on non-essential items. That's $18,000 per year! The good news 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. So check out the ten small changes to start saving money. Disclosure: This post may…

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Go Paperless at Home

More and more offices are going paperless. You can save trees and time by going paperless at home, too. Here's how! Disclosure: This blog may contain affiliate links, which means we may earn a commission if you click a link and make a purchase (at no additional cost). We only recommend products and services we use and trust. We aim to provide valuable, trustworthy resources that enhance and simplify your life. You can read our full privacy policy here.…

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How to Build Financial Literacy

Did you know that a recent survey found only 57% of adults in the U.S. are financially literate? Someone with good financial literacy understands where their money is going and how to make it work for them. It's the ability to make smart financial decisions- pay bills, borrow and save responsibly, and invest for the future. These money management skills can be learned at any age. It's never too late - or too early - to start! Disclosure: This…

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