blog posts

An overview of the "senior" year of Making Your Money Matter classes - learn more about retirement and estate planning for your future.
Creating a Financial Plan

Senior Year Overview

Can you believe you made it through the entire senior year? My senior year of high school and college both went by so slow, but this one just flew by! It’s appropriate that these topics were listed in the “senior” year because they have to do with

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Your financial plan should take into consideration other employee benefits you receive. Great explanation including tuition assistance programs, worker's comp, employee stock options, PTO and other benefits!
Creating a Financial Plan

ST401: Other Employment Benefits

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 sure where to start after creating your budget? Part I will go line by line through determining whether these large expenses are providing value and ways to cut each one if they're not!
Budgeting

Part I – A Beginner’s Guide to Analyzing Your Budget

Especially if you’re new at budgeting, it can be difficult to really take the time to sit down and determine whether your spending aligns with your values. However, going through your budget line-by-line is an essential task if you are really serious about reducing your spending. Those expenses

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All the basics you need to know about gift and estate taxes!
Creating a Financial Plan

ES402: Introduction to Gift & Estate Tax

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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We hear this everywhere in the personal finance world: Pay Yourself First. But what does that really mean? And how does it apply with your time?
Adjusting Your View Of Money

What Paying Yourself First Looks Like

We hear this old adage everywhere in the personal finance world. Clearly, it’s also being largely ignored judging from the current financial status of most Americans. But I’ll throw it out there as one of the most important things you should be doing to manage both your

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Learn which documents you MUST have for your estate plan, what they are used for and where to find them in this free mini-class.
Creating a Financial Plan

ES401: Essential Estate Planning Documents

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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The key is to cut even small expenses that don't provide you with value and to save these small amounts. A little adds up to a lot for sure!
Changing Your Money Mindset

The Secret to Financial Success: Small Things Matter

It wasn’t until I first started tracking my expenses that I realized the power of small amounts in personal finance. Of course, it applies both way to spending and saving. Spending small amounts here and there can add up to a large total that can really break

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