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?
Stop with the spreadsheets already! If you run a business, you need accounting software. I’ve said this many, many times, which is why some people don’t talk to me anymore. Are you looking to move from a series of meticulously designed spreadsheets to actual accounting software? In that case, I will spotlight Wave in this … More Business Accounting Software: Wave
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
Small business finances get complicated. Many small businesses have more responsibilities than just tracking their income and expenses. … More I have all this other stuff to do for my business too?
The short answer is yes. If you can… I love to automate the mechanics of bill paying. This is one of my go-to solutions for clients who want help organizing their finances. However… If you are struggling to pay bills or have irregular income, setting up automatic payments can be problematic. You run a higher … More Should I set up my bills for autopay?
Are you struggling to get a handle on your finances? Has the quarantine cut or eliminated your income? To address these problems, you first need to know where your money is going. You can follow the process I’ve outlined here with spreadsheets, or you can use personal accounting apps to help you. So why use … More Personal Accounting Software
The mail carrier comes with more each day. The words were mostly a blur to Vivian. One day she had even asked the mail woman to stop delivering. “Not forever, just a few months…” But the mail carrier just directed Vivian to the postal website where she could put a hold on her mail. A … More The Big Moments
The first two episodes in this series laid the groundwork for you to take control of your finances. If you missed them, read episode 1 here and episode 2 here. If you followed the exercises in the first two episodes, you’re armed with the knowledge of where to cut your spending and start saving. So … More Cash Flow Blues 3: The Reckoning
For the second installment in this series, I explore electronic vs paper calendars via a video voyage.