Financial Planning Archives – True Assisting

Organizing Your Finances

dtrue05 — Wed, 19 Oct 2022 11:35:34 +0000

Organizing Your Finances: Simple Steps That Work 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 […]

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5 Times You Should Review Your Financial Plan

dtrue05 — Tue, 05 Oct 2021 23:28:00 +0000

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 […]

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Maximizing Your Free Time: Home Projects You’ll Love Tackling

dtrue05 — Mon, 06 Apr 2020 11:17:10 +0000

Ah, free time. That elusive creature we all crave but rarely capture. Whether you’re enjoying a lazy weekend or have a few extra hours in the evening, why not make the most of it? From organizing your digital life to planning for your future, we’ve got some great home projects that will maximize your free […]

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Simple Money Management Skills to Develop Today

dtrue05 — Wed, 17 Jan 2018 12:23:36 +0000

Do you earn a good salary but still feel like you struggle to make ends meet every month? Or maybe you run out and spend your paycheck the minute it hits your bank account, forgetting that you’ve already got bills and credit cards to pay. Money management can be intimidating, and many people feel overwhelmed, […]

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Be Prepared for Any Emergency: National Preparedness Month Simplified

dtrue05 — Tue, 29 Aug 2017 14:29:12 +0000

We’ve all been through fire drills at school or the office, but let’s be honest—how many of us are that prepared at home? September is National Preparedness Month, and it’s the wake-up call we all need. A little foresight can go a long way in keeping you and your loved ones—furry friends included—safe and sound. […]

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