investing

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!
College Saving

ST302: College Saving 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 »
Answering the questions of risk tolerance and portfolio allocation so you can FINALLY begin to invest. I need to just START!!!
Creating a Financial Plan

SA304: Investing Basics: Risk Assessment & Allocation

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 »
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 »

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!

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