I’d like to welcome you to a new year – one which I hope brings you happiness, excitement (the good kind) and great opportunity. As always, if you have any questions or topics that you’d like for me to include in the future, please let me know. I look forward […]
Money Management
7 posts
Summer starts in just 5 days and if you’re anything like me, you’re very excited for this time of year. In my life, summer involves spending time by the pool, BBQs with friends and family and basically spending as much time outside as I possibly can. It also often means […]
March 15th! Best known for the Ides of March, the due date of select business tax returns … and also this month’s newsletter. Feeding off my newsletter last month where I went through the 5 questions you should be asking your tax advisor, I decided that this month should focus […]
Resolution: noun A firm decision to do or not to do something As we go into a new year, there are so many areas in which you can resolve to do better … health, self-care, organization. In fact, when I searched for the most popular resolutions, almost all sites agree […]
Take some time to learn about 5 of the main types of budgeting. As you hear about the different budget types, start to decide which one will work best for you!
Figuring out your Net Cash Flow is an important tool when making financial goals. Until you determine if you come out net positive or net negative at the end of the week, month, and year, you can’t truly start to work towards achieving your goals. Using a cash flow tool […]
With the new year comes a time of setting new goals for yourself, not only on a personal level but also on a financial level. Have some fun filling in the 4 promises you want to make to yourself. If you want a starting point, take a look at the […]