Creating a Financial Plan

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

Read More »
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

Read More »
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

Read More »
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

Read More »
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

Read More »
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

Read More »
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

Read More »
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

Read More »
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

Read More »
Search

welcome!

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

subscribe!

Get the free Federal Income Tax Narrative template to help you understand your own personal income tax situation.

topics!

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