2014 is right around the corner. Hopefully you’re keeping to your holiday budget to avoid the New Year’s credit card hangover. In preparation of the New Year, I’d like to share a 52-week money challenge. It was originally posted on…
Category: Spending Plans & Budgets
Decking the Halls Without Breaking the Bank
Fiscal Discipline During The Holiday Season Here we are, marching towards the holidays. We are heading toward the most pressure packed season of the year. This is the time my impulse control needs the most exercise! Retailers -- in the…
Personal Finance & The New Year
Happy 2013! With the start of a new year, I get the privilege of helping my clients create their personal finance plans. New Year’s resolutions that focus on money run the gamut of getting out of debt to saving for…
Spending Plan & Emergency Fund 101
Last time we touched on spending plan surprises, those expenses that aren't fixed and routine. Things like unexpected car repairs or special anniversary gifts that can derail your cash flow. This seems to be a great time to talk about building an…
Spending Plan Surprises: Managing Varying Expenses
Now that you’re fresh off the 7-Day Challenge, you've got a better handle on your spending. Last time we talked about creating an accurate spending plan, one that incorporates a realistic accounting of your income as well as costs. Fixed and routine…
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Spending Plan Fundamentals
In a quest for a peace of mind as it relates to one’s finances, inevitably the subject of budget planning comes up. Personally I like to call it a spending plan because the term “budget” has such negative connotations. The…
Securing Your Golden Years: Advice from a Daily Money Manager
As a Daily Money Manager, I help seniors stay independent and manage their financial lives. The senior population continues to grow in numbers. According to the American Medical Association, 78 million Americans turned 65 in 2010. That number is expected to…
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3 Key Financial Organization Questions
Last time we discussed how to begin a quest for financial organization. So let’s get started. The first step, assessing your current situation, will help you create a realistic plan. Acknowledging where you are will impact how you move forward.…
A Quest for Financial Organization
Now that tax season is firmly behind most of my clients, I’m reflecting upon the whirlwind of getting documents in order, Quicken reports run, and generally putting tax year 2011 to bed. Every year my clients declare “next year will…
Creating a Realistic Spending Plan: Take the 7-Day Challenge
Many of my clients are looking for ways to stretch their dollars. Yet many times they aren’t sure where their money goes each month. If you’re ready to develop a spending plan or workable budget that works for you, join…
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Fiscally Fit 