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Making Your Money Matter

Create a life you love, one dollar at a time

  • Changing Your Money Mindset
    • The Importance of Money
    • Adjusting Your View Of Money
    • Minimalism & Frugality
  • Creating a Financial Plan
    • Financial Plan Classes
    • Financial Plan Topics
  • Organizing Your Finances
    • Financial Tools & Resources
    • Managing Finances as a Family
    • Organizing Financial Paperwork
    • Paperless Financial Organization
    • Setting up Financial Tasks & Systems

Archives for January 2017

RE404: Social Security & Medicare Essentials

January 31, 2017

Learn how Social Security benefits are calculated and how to find your expected benefits for your retirement plan!

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 website. Class Objectives: To learn how Social Security and […]

3 Comments Filed Under: Creating a Financial Plan, Retirement Planning Tagged With: resources, retirement, social security

5 Steps to a DIY Financial Plan

January 27, 2017

You don’t have unlimited time and I’ll bet that you don’t have unlimited money either. However, if you didn’t have at least a small amount of interest in getting your personal finances in order, you wouldn’t be here, right? Well, you are in the right spot! Far too few people pay attention to their money […]

10 Comments Filed Under: Creating a Financial Plan Tagged With: financial plan, resources

RE403: IRA Account Fundamentals

January 24, 2017

IRA's are the KEY to saving for retirement. Check out this free mini-class to learn the basics of how they work, contributions, withdrawals and a nifty spreadsheet!

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 website. Class Objectives: To learn about the rules regarding IRA […]

5 Comments Filed Under: Creating a Financial Plan, Retirement Planning Tagged With: IRA, resources, retirement

How I Hack YNAB to Budget My Income

January 20, 2017

Not using YNAB because you don't like that it doesn't accomodate budgeting/forecasting income? YNAB is the greatest budgeting software out there-use this income hack!

This post may contain affiliate links.  See my full disclosures here. When I returned from our 4-year long business assignment in Asia, I was ready to finally utilize a budgeting software that would help simplify the budgeting process and minimize the time I was spending tracking our expenses. I am a HUGE believer in tracking […]

24 Comments Filed Under: Budgeting, Financial Tools & Resources, Organizing Your Finances Tagged With: budgeting, YNAB

RE402: Qualified Retirement Accounts

January 17, 2017

Do you have a qualified retirement account such as a 401(k), 403(b), 457 or TSP? Do you know what the rules are and how much your account will grow if you keep on contributing? AWESOME spreadsheet to help you see those numbers grow!

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 website. Class Objectives: To learn about the benefits of investing […]

2 Comments Filed Under: Creating a Financial Plan, Retirement Planning Tagged With: resources, retirement

A Comprehensive Guide to Organizing Your Finances for a Brand New Year

January 13, 2017

Finally get all your budget process organized with this guide to annual, quarterly, monthly, weekly and daily budgeting tasks.

  I would say I’m a pretty typical nerdy accountant. I enjoy debits and credits, at least when they balance. I have an unusual fondness for buying office supplies (especially pens and pencils).  By now, you probably already that I’m obsessed with spreadsheets. So…you can probably guess that organizing my finances is something I rather […]

6 Comments Filed Under: Organizing Your Finances, Setting up Financial Tasks & Systems

RE401: Calculating Retirement Needs

January 10, 2017

Do you have a concrete retirement goal to work toward? This amazing (free) mini-class will walk you through the steps of calculating just how much you'll need to save for retirement! Love the spreadsheet!

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 website. Class Objectives: To calculate how much money will be […]

7 Comments Filed Under: Creating a Financial Plan, Retirement Planning Tagged With: retirement, spreadsheets

2017 Year Theme: “Enough”

January 6, 2017

My theme for 2017: YOU ARE ENOUGH. Contentment with what you have and what you are is not the same as not improving. Find your "enough" and achieve it!

At the beginning of every single year (and sometimes months/weeks/days), I make numerous resolutions.  I’m going to eat more healthy (aren’t we all?), I’m going to exercise more (join a gym!) and it’s going to be the year that I finally stop biting my nails (this really is the year-I swear!).  And while I’ve not […]

8 Comments Filed Under: Changing Your Money Mindset Tagged With: 2017 goals, enough

Junior Year Overview

January 3, 2017

A summary of the junior year topics including investing, taxes and medical and college savings accounts.

SUMMARY OF JUNIOR YEAR Our “Junior Year” is complete now, with the main focus being on understanding investing and taxes.  While these have been heavier topics than in other “years”, it is vital that you understand each in order to build your wealth and achieve your financial goals. To summarize what we’ve learned this “year”, […]

3 Comments Filed Under: Creating a Financial Plan Tagged With: overview

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ABOUT ME

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

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

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