Ahh, Spring! A time of fresh starts and deep cleaning. Could your finances use a deep clean? Do you need to brush away the cobwebs of apathetic spending and create a brighter, shinier bank account? … More 20% off a Cash Flow Analysis for March 2022
Maybe there are some documents you still receive as paper. How long do you keep them before you can watch them turn into so many bits of shredder confetti? … More How Long do I Keep my Personal Financial Documents?
What if I like paper documents?
Ok, you’re a Luddite. It’s a life choice.
So how do you handle your financial paperwork when you buck the cool-kid trend of electronic delivery? … More What if I like paper documents?
Refer a new client, get free services from Savvy Home Office … More December Sale
Okay, so maybe your only goal for November is perfecting your stuffing recipe. You’re debating which kind of bread would finally impress the mother-in-law. But in the midst of picking the perfect shrink-wrapped turkey, give a couple of thoughts to Mint. … More 33% off Mint.com coaching
So it’s the last three months of the year, and you’re thinking you need to get a handle on your personal finances. But you’ve managed not to do any analysis or create concrete goals for 2021. Or, to put it a different way, you’re thinking ahead and preparing to track your 2022 finances better. Good on you. … More Personal Accounting Software: Mint
Ahh, to be self-employed or run a small business – the freedom, the mental stimulation, the crushing anxiety, and the chaotic cash flow. For some, money coming into the business coffers is either feast or famine. How do you get a grip on your business finances when client payments don’t follow a predictable schedule? … More My Chaotic Cash Flow
Getting your money house in order is great and all, but it won’t be as effective if you don’t have clear goals. Creating concrete, attainable financial goals can be hard to wrap your head around the first time. … More Financial Goal-Setting Mini-Workshop On Sale for September
It’s back-to-school time for many kids (I’m including college ‘kids,’ those darn whipper-snappers). And while they learn to read, take algebra, and write papers on the modernist perspective of Hieronymous Bosch’s butt music, from where is their personal financial management education coming? … More Financial Education for Your Children
Summer is almost over, so it’s time to buckle down and get back to work. What better way of getting back to work than with two free hours with a financial organizer. … More Back to Work Promo