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. To get you started, I’m offering a three-hour financial goal-setting mini-workshop for $150. This workshop will help … More 33% off Financial Goal-Setting Workshop
A lot of us have been there, buddy, myself included. It’s very tempting to dwell, to wish you could go back and make different choices. To think about everything you could have done with that money if you hadn’t flushed it down the toilet. … More My past financial choices are a dumpster fire!
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?
The gifts have been opened. Empty boxes and shredded wrapping paper fill the trash. Time for another thought experiment: What I give no gifts? … More What if I give no gifts?
Refer a new client, get free services from Savvy Home Office … More December Sale
I am thankful for money.
WHAAAT?!! YOU CAN’T SAY THAT!!! You have to be thankful for family and health and your pet ferret, Gerald. … More A Message of Thanksgiving
Creating a budget is easy—numbers in a spreadsheet, figures in an app, chicken scratch on a piece of paper. However, merging those numbers with how you live your life is not so easy. How do you make sure your actual spending behavior matches your intended spending behavior? … More Personal Accounting App: Qube
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