November 15, 2016

Investing isn't scary-you just need to learn the basics to understand what exactly it is you are buying. This is a good brief summary of stocks, bonds, mutual funds and ETF's. It really comes down to just opening a brokerage account and getting STARTED!
Creating a Financial Plan

SA303 Investing Basics: Stocks, Bonds, Mutual Funds & ETF’s

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

Read More »

welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

subscribe!

diy fianancial checklist

topics!

complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.