Saving & Investing

10 Simple Ways to Teach Kids About Money | It's up to us as parents to educate our kids about personal finances. I love these ways we can incorporate learning about money into everyday life.
Managing Finances as a Family

10 Simple Ways to Teach Young Kids About Money

One of the reasons I decided to start a personal finance blog is that I feel so much disappointment that we don’t teach our future generations about money in our formal education system.  When I started learning in-depth about personal finance, the more I learned the more

Read More »
Investing isn't scary-you just need to learn the basics to understand what exactly it is you are buying. This is a good brief summary of stocks, bonds, mutual funds and ETF's. It really comes down to just opening a brokerage account and getting STARTED!
Creating a Financial Plan

SA303 Investing Basics: Stocks, Bonds, Mutual Funds & ETF’s

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 »
If you're in the predicament of determining whether you should pay off your debt as fast as possible or invest your money, this is EXACTLY what you need. This spreadsheet allows you to change all the factors and (FINALLY!) includes taxes in the calculation. This is a must have for my 2017 financial plan.
Creating a Financial Plan

Should you Invest or Pay Off Debt? A Strictly Financial Analysis

There are numerous factors to consider when deciding whether to focus on paying off your debt as quickly as possible or investing your money instead.  The invest or pay off debt question is as old as personal finance. First of all, if you’re in this situation, this means

Read More »
Creating a Financial Plan

SA302 Investing Basics: Time Value of Money

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 »
Keeping your financial accounts secure is all about checking, checking and checking again. Check websites, cloud storage and passwords. Check your accounts regularly as well!
Saving & Investing

Keeping Your Financial Accounts Secure: What You Need to Know

We talked about bank accounts in our class earlier this week.  They’re a necessary part of any modern family’s financial system, but if there is a downside to them (other than the terrible returns these days), it’s the fact that our bank accounts could be hacked and

Read More »
What is your bank account doing for you? Are you earning a decent interest rate? What you should be looking for in an account and a comparison tool for interest rates.
Creating a Financial Plan

SA301: Bank Accounts-Checking, Savings, CD’s and TBills

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 »

welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

subscribe!

diy fianancial checklist

topics!

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