Important Numbers for 2024
Here is a brief summary of some of the changes for 2024 followed by a more in-depth downloadable PDF at the end.
How to Set Up a Household Budget – A Template for Categories and Groups
When you're setting up your budget for the first time, it can often be intimidating to stare at a "blank sheet of paper" trying to come up with your budget categories. So I'm sharing the budget template I use with my clients to help them get started.
Estate Planning – Choosing Between a Will and a Trust for Peace of Mind
When it comes to securing your legacy and ensuring your loved ones are taken care of, estate planning is the cornerstone of peace of mind. As you navigate this process, one of the primary decisions you'll face is choosing between a will and a trust (or possibly both).
Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments.
Understanding recency bias is the first step to overcoming its potentially negative impact on your investments.
How to Get Your Estate Planning Documents Notarized
With all these options available, there is no reason not to get your estate planning documents properly executed. Don't delay any longer.
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Let's delve into crucial considerations to ensure your emergency fund is not only sufficient but also aligned with your broader financial goals and life situations.
Do Debit Cards Offer Fraud Protection?
Many people believe that debit cards don't offer the same protections as credit cards. But it's not quite that simple.
An Overview of Flow-based Budgeting
If you have struggled with budgeting in the past and you are looking for something that "goes with the flow" a bit more, flow-based budgeting system may be the method you've been looking for.
How to Avoid Probate on Bank Accounts
Many people often overlook their bank accounts when it comes to estate planning but it's important to include those assets in your estate plan. Even if the accounts are smaller, anything you can do to streamline the process of settling your estate helps make life easier for your loved ones.