Creating a Financial Plan

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

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If you're serious about financial planning, you should understand taxes! The simplest way is to start with your own return and go line-by-line to make sure you understand each and every calculation and input.
Creating a Financial Plan

Tax Day Challenge: Understand Your Tax Return Line by Line

It’s tax day!  During my time working at a public accounting firm, this was a day of great celebration. The first half of the day was spent tying up loose ends and the second half was the end-of-season party. Of course, we did file tax extensions for

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Do you REALLY know how much you're paying for that mortgage, student loan or auto loan? An amortization schedule will show you the total interest you'll pay over the life of the loan, as well as the impact of early payments. This is ESSENTIAL to know for everyone with a loan!
Creating a Financial Plan

Part I How To Use a Loan Amortization Schedule: A Detailed Tutorial

One of the most confusing things in personal finance is calculating debt payoffs, specifically those for long-term loans. I’m convinced that the majority of people with mortgages don’t even know how their loan actually works. I certainly didn’t the first time I bought a home (I was

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The absolute FIRST step in getting your finances under control is tracking your expenses. This empowers you to start a spending plan, save 3-6 months in your emergency fund, and automate your savings. This is the catalyst for turning your financial life around!
Budgeting

My #1 Actionable Tip for Improving Your Finances

In honor of both financial literacy month and my first anniversary (today!) of starting this little blog, I want to share my number one tip for improving your personal finances. I’ve compiled an entire series of classes this year on completing your entire financial plan. I’ve covered

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Budgeting

YNAB Tutorial Part 1: Setup

I have another video tutorial for you today. The last one I did was on the basics of Excel. You know by now how much I love Excel. And now, today, I’m introducing you to another great tool, YNAB. (Note: select the settings icon and adjust the

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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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welcome!

I’m Kathryn Hanna and I love to budget (really, I do!), build spreadsheets, and spend money on travel, sewing supplies & good chocolate.

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Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.