Organizing Your Finances

Organizing your finances is more than having a budget. It's having financial goals, a plan, and understanding where the money you earn goes every month. You need to organize your finances if you're ready to get out of the cycle of living paycheck to paycheck and maxing out your credit cards. These steps will help you get started. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase…

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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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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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Planning and Goal Setting

The uncertainty of the last couple of years makes it even more important to get crystal clear on where you’re going for the coming year. And that means goal-setting. What have you learned from the past few years? One thing I learned is that anything and everything can happen! I’m more than ready to put these rollercoaster years in the rearview mirror and plan for the future. How about you? Setting Goals You may have goals for many aspects…

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