The Most Important Part of Your Financial Plan
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about…
Tag: budget
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The Secret Behind Successful Budgeting
When Ben and I fight about money, the dispute tends to involve how to budget our joint funds. At the beginning of every year, we map out where we want… -
Adopting The Bucket Budget
So you want to budget. In fact, you know you need to budget. But you don’t have the discipline and/or desire to track all of your expenses. What do you… -
Five Financial Tasks to Complete Before You Have Your Child
My friends and coworkers like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is… -
A Simple Way to Save on Your Energy Bills
I love that life provides endless lessons in personal finance. The other night Ben and I were having a “discussion” about our air conditioner. He was worried that leaving it… -
House Purchase Case Study: How to Mesh Different Money Personalities When it Comes to Budget Conflicts
Sorry I was away last week. With our move being so close, contractor scheduling and discussions on what needed to still get done took over my evenings. This entire process… -
The Secret Behind Budgeting Successfully
Happy Monday! I hope you all had a great weekend. I had an amazing time in NYC, taking in the sites and decompressing from the stressful tax season. I’ve also… -
The Top Three Things To Do When Starting the House Buying Process
“So there are three things that bring the most stress to people’s lives: planning a wedding, buying a house, and planning a funeral.” That’s how one of our friends, who… -
Share and Share Alike – a fair method to balance your relationship and your money
Being the type of person that I am, personal finance often comes up in conversations with my friends. One of my favorite discussions involves how couples manage their finances. It…