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 […]
Senior Year Overview
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 […]
Junior Year Overview
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”, […]
Sophomore Year Overview
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”, […]
Freshman Year Overview
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 […]
PF105: Setting up an Emergency Fund & Cash Reserve
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 […]
Should You Follow Recommended Budget Percentages?
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 […]
PF104: Creating a Budget & Cash Flow Statement
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 […]
PF103: Tracking Your Expenses
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 […]
PF102: Creating a Net Worth Statement
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 […]
