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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

It’s MYMM Graduation Time!

March 3, 2017

Celebrate graduation from this series of free personal finance classes with a commencement speech and a diploma!

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 or simply to have enough money in your […]

6 Comments Filed Under: Creating a Financial Plan Tagged With: graduation, overview

Senior Year Overview

February 28, 2017

An overview of the "senior" year of Making Your Money Matter classes - learn more about retirement and estate planning for your future.

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 things that you associate with “senior” citizens: retirement […]

9 Comments Filed Under: Creating a Financial Plan Tagged With: overview

Junior Year Overview

January 3, 2017

A summary of the junior year topics including investing, taxes and medical and college savings accounts.

SUMMARY OF JUNIOR YEAR Our “Junior Year” is complete now, with the main focus being on understanding investing and taxes.  While these have been heavier topics than in other “years”, it is vital that you understand each in order to build your wealth and achieve your financial goals. To summarize what we’ve learned this “year”, […]

3 Comments Filed Under: Creating a Financial Plan Tagged With: overview

Sophomore Year Overview

October 27, 2016

SUMMARY OF SOPHOMORE YEAR We’ve completed our “Sophomore Year” now and have focused mainly on managing our personal risk through insurance.  Insurance is a vital part of a financial plan, so it’s very important to thoroughly go through your current policies and consider any additional insurance you may need.  To summarize what we’ve learned this “year”, […]

Leave a Comment Filed Under: Creating a Financial Plan Tagged With: overview, sophomore year

Freshman Year Overview

June 6, 2016

Summary of the first "year" of classes at makingyourmoneymatter.com. After creating a budget and net worth statement, revise your goals!

SUMMARY OF FRESHMAN YEAR Now that you’ve completed your “Freshman Year”, you should have a good understanding of the basics of personal finance and an overview of how to reduce your debt.  To summarize what you’ve learned this first “year”, we’ve covered: PF101: Introduction to Personal Finance & Goals – The benefits of having a plan for […]

2 Comments Filed Under: Creating a Financial Plan Tagged With: financial gol, Goals, overview, year summary

PF105: Setting up an Emergency Fund & Cash Reserve

May 9, 2016

These 2 funds should be the first priorities when you're getting your finances in order. Add them to your financial goals right now!

If you’re just stopping by for the first time, this is the fifth class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information about the website. Class Objectives: To understand why emergency […]

1 Comment Filed Under: Budgeting, Creating a Financial Plan Tagged With: cash reserve, emergency fund, Goals, overview

Should You Follow Recommended Budget Percentages?

May 3, 2016

Awesome recommended budget percentage spreadsheet that goes with the budgeting spreadsheet. This website has a series of free money courses, including budgeting and financial goals.

As you know by now, I like to have guidelines to look at and compare my own personal finances to others and to recommendations by others.  I also often like to ignore those recommendations and guidelines and do whatever I want.  After all, it’s my money and my life and my priorities may be very […]

2 Comments Filed Under: Budgeting, Financial Tools & Resources Tagged With: budget, overview, resources

PF104: Creating a Budget & Cash Flow Statement

May 2, 2016

This free class will teach you how to budget your money and create a cash flow statement just like a professional financial planner would.

If you’re just stopping by for the first time, this is the fourth class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information about the website. Class Objectives: To understand how to […]

3 Comments Filed Under: Budgeting, Creating a Financial Plan Tagged With: budget, cash flow statement, overview

PF103: Tracking Your Expenses

April 25, 2016

Track your expenses with this free money management course, including spreadsheet!

If you’re just stopping by for the first time, this is the third class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information about the website. Class Objectives: To understand the […]

4 Comments Filed Under: Budgeting, Creating a Financial Plan Tagged With: budget, expense tracking, overview

PF102: Creating a Net Worth Statement

April 18, 2016

Making Your Money Matter | This is the 2nd class in a series about creating your own financial plan. Create your own net worth statement with this free printable spreadsheet!

If you’re just stopping by for the first time, this is the second class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information about the website. Class Objectives: To understand […]

12 Comments Filed Under: Creating a Financial Plan, Net Worth Tagged With: Goals, Net Worth, overview

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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…

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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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