Creating a Financial Plan

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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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

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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

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Not using YNAB because you don't like that it doesn't accomodate budgeting/forecasting income? YNAB is the greatest budgeting software out there-use this income hack!
Budgeting

How I Hack YNAB to Budget My Income

When I returned from our 4-year long business assignment in Asia, I was ready to finally utilize a budgeting software that would help simplify the budgeting process and minimize the time I was spending tracking our expenses. I am a HUGE believer in tracking expenses and had

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Do you have a qualified retirement account such as a 401(k), 403(b), 457 or TSP? Do you know what the rules are and how much your account will grow if you keep on contributing? AWESOME spreadsheet to help you see those numbers grow!
Creating a Financial Plan

RE402: Qualified Retirement Accounts

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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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.