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Making Your Money Matter

Create a life you love, one dollar at a time

  • Changing Your Money Mindset
    • The Importance of Money
    • Adjusting Your View Of Money
    • Minimalism & Frugality
  • Creating a Financial Plan
    • Financial Plan Classes
    • Financial Plan Topics
  • Organizing Your Finances
    • Financial Tools & Resources
    • Managing Finances as a Family
    • Organizing Financial Paperwork
    • Paperless Financial Organization
    • Setting up Financial Tasks & Systems

ST302: College Saving Essentials

December 30, 2016

Awesome free class about saving for college including a free spreadsheet calculator to determine how much tuition will be in the future and how much to contribute. Going to make this happen!

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 website. Class Objectives: To learn about ways to save for […]

4 Comments Filed Under: College Saving, Creating a Financial Plan, Saving & Investing Tagged With: college saving, investing

SA304: Investing Basics: Risk Assessment & Allocation

November 22, 2016

Answering the questions of risk tolerance and portfolio allocation so you can FINALLY begin to invest. I need to just START!!!

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 website. Class Objectives: To understand the basics of analyzing your […]

5 Comments Filed Under: Creating a Financial Plan, Saving & Investing Tagged With: bonds, investing, portfolio allocation, risk, stocks

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

November 15, 2016

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!

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 website. Class Objectives: To understand the basics of stocks, […]

1 Comment Filed Under: Creating a Financial Plan, Saving & Investing Tagged With: bonds, etf's, investing, investment vehicles, mutual funds, stocks

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

November 10, 2016

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.

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 that you have some extra money each month […]

Leave a Comment Filed Under: Creating a Financial Plan, Saving & Investing Tagged With: Debt, debt vs. invest, investing

SA302 Investing Basics: Time Value of Money

November 7, 2016

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 website. Class Objectives: To learn the essential fundamentals of […]

5 Comments Filed Under: Creating a Financial Plan, Saving & Investing Tagged With: Goals, investing, resources, saving, time value of money

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ABOUT ME

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

12 Month Financial Plan for 2018

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More about the author

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

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