blog posts

It's so helpful to have a step-by-step process to figure out how to budget with YNAB. This has both a video and written tutorial!
Financial Tools & Resources

YNAB Tutorial Part III: My Step-by-Step Budgeting Process

Now that we’ve set up YNAB (Part I) and learned a little bit about the budgeting basics (Part II), we’re finally ready to jump into the logistics of actually using YNAB for budgeting tasks. The key to using YNAB successfully is to remember that the benefit of

Read More »
A password manager is an important tool to enable you to securely store all of your passwords.They offer so many amazing features as well!
Financial Tools & Resources

5 Ways A Password Manager Will Improve Your Life

Do you know that feeling of frustration when you need to log into an account that you only use occasionally and can’t remember the password? I certainly do. Something that should take a few seconds turns into a few minutes instead to request a password reset and

Read More »
If you're a stay-at-home mom deciding whether to go back to work or someone looking to pick up a second job, this is EXACTLY how to calculate the numbers! A lot more will change than you realize, and of course taxes are the biggest!
Managing Finances as a Family

How Much is A 2nd Income Really Going To Bring In?

I left my job as a CPA when my husband received an international business assignment back in 2011. While I’ve kept up on my CPA license, I have yet to go back into the full-time working world. Now that my husband is more established in his career

Read More »
Is becoming a millionaire a goal of yours? If you're living paycheck to afford the most extravagant lifestyle you possibly can, you're not going to get there. Wanting less means saving money and living more.
Adjusting Your View Of Money

Wanting Less Is The Path to Becoming a Millionaire

In honor of the incredibly important and definitely not arbitrarily made-up holiday “Be a Millionaire Day” tomorrow, I’m letting you know exactly how a regular, every-day guy (or gal) can become a millionaire. It’s simple really, just want less. Wanting less leads to spending less. Spending less money means

Read More »
YNAB Part II Budgeting Basics | Learn about why YNAB is different from any other budgeting software and how the budgeting functions work in this short tutorial.
Financial Tools & Resources

YNAB Tutorial Part II: Budgeting Basics

It’s been a while since I mentioned how much I love YNAB and presented the introduction tutorial & video to show you just how to set everything up. If you’re new to YNAB, you’ll definitely want to check that out first. The last step you should have

Read More »
Teaching kids about money is SO important. This is a great alternative to using a cash allowance system which requires going to the bank often, having exact change, etc. LOVE this.
Managing Finances as a Family

How To Teach Kids to Track Their Income & Expenses

One of my biggest priorities as a parent is to raise money-smart kids. However, sometimes I get caught up in the day-to-day aspects of teaching my three kids such as trying to get them to help around the house, complete their schoolwork and of course disciplining them

Read More »
The role of a financial advisor is to give you ADVICE about your personal finances. If you personally ORGANIZE your information and get your finances under control, that knowledge will employer you in your finances and you can simply go to a financial advisor to provide suggestions about key pieces of your plan.
Creating a Financial Plan

Hire a Financial Advisor to Advise You, Not to Organize You

Have you ever wondered whether you should meet with a financial advisor? The more you get your financial life in order, the more you realize how much you don’t know. There are so many unique circumstances that a google search just doesn’t always cut it, especially when

Read More »
Buying/Selling a Home

My Biggest Financial Mistake

In our society, we always seem to be seeking the bigger and better. And we want it as soon as possible. We want the brand new iPhone, even though we have one that still works just fine. The newest advanced TV technology is an apparent necessity (considering

Read More »