resources

These cards are just the right size to fit in your wallet with your credit cards and keep you focused on achieving your financial goals!
Adjusting Your View Of Money

Your Financial Decisions Determine Your Destiny

Of the tens of thousands of decisions that you make each day, how many of these decisions are directly related to money? Throughout the past year, we incurred 2,129 outgoing financial transactions (thanks YNAB for making that count easy!). That’s 178 per month and nearly 6 per day.

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The FIRST book you should read about personal finance. I totally agree with this about the book Your Money or Your Life. This completely changed the way I thought about money.
Adjusting Your View Of Money

The FIRST personal finance book you should read

There really is just one personal finance book you should read if you’re not quite there yet in taking control of your financial situation. That book is Your Money or Your Life by Vicki Robin and Joe Dominguez. Maybe you just can’t stick to a spending plan,

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Check out this video for some basic excel functions that will help you get started in using excel to create your financial plan!
Budgeting

Beginner Excel Tips for Financial Planning

If you’ve been around here for a while, then you likely know that I LOVE spreadsheets. I took an Excel class as an elective in college (wow-nerd alert!) and it was possibly the single best class I could have taken to really set me apart from my

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Learn how Social Security benefits are calculated and how to find your expected benefits for your retirement plan!
Creating a Financial Plan

RE404: Social Security & Medicare 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

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Creating a Financial Plan

5 Steps to a DIY Financial Plan

You don’t have unlimited time and I’ll bet that you don’t have unlimited money either. However, if you didn’t have at least a small amount of interest in getting your personal finances in order, you wouldn’t be here, right? Well, you are in the right spot! Far

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IRA's are the KEY to saving for retirement. Check out this free mini-class to learn the basics of how they work, contributions, withdrawals and a nifty spreadsheet!
Creating a Financial Plan

RE403: IRA Account Fundamentals

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

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Do you have a qualified retirement account such as a 401(k), 403(b), 457 or TSP? Do you know what the rules are and how much your account will grow if you keep on contributing? AWESOME spreadsheet to help you see those numbers grow!
Creating a Financial Plan

RE402: Qualified Retirement Accounts

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

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This free class explains some of the slightly more complicated tax issues like qualified dividends, capital gains, Alternative Minimum Tax, Net Investment Income Tax and more. Love this spreadsheet to calculate taxes!
Creating a Financial Plan

TX303: Intermediate Income Taxes

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

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Creating a Financial Plan

TX301: Income Tax Basics

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

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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

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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.

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diy fianancial checklist

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