blog posts

Check out this video for some basic excel functions that will help you get started in using excel to create your financial plan!
Budgeting

Beginner Excel Tips for Financial Planning

If you’ve been around here for a while, then you likely know that I LOVE spreadsheets. I took an Excel class as an elective in college (wow-nerd alert!) and it was possibly the single best class I could have taken to really set me apart from my

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Celebrate graduation from this series of free personal finance classes with a commencement speech and a diploma!
Creating a Financial Plan

It’s MYMM Graduation Time!

Congratulations! You’ve made it! It’s been a lot of time and a lot of work, but you’ve finally reached graduation! You’ve created your financial plan and are well on your way to achieving your financial goals. Whether your goal is to retire early and travel the world

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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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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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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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