blog posts

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

RE404: Social Security & Medicare Essentials

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

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Creating a Financial Plan

5 Steps to a DIY Financial Plan

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

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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!
Creating a Financial Plan

RE403: IRA Account Fundamentals

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

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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!
Budgeting

How I Hack YNAB to Budget My Income

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 expenses and had

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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!
Creating a Financial Plan

RE402: Qualified Retirement Accounts

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

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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!
Creating a Financial Plan

RE401: Calculating Retirement Needs

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

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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!
Changing Your Money Mindset

2017 Year Theme: “Enough”

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

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

Junior Year Overview

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

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