Spending Plan

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How to Reach Your Financial Goals with Fidelity Goal Booster, Even if You're Not Part of a Company That Offers It

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How to Reach Your Financial Goals with Fidelity Goal Booster, Even if You're Not Part of a Company That Offers It

Fidelity Goal Booster is a great tool to help you reach your savings goals. Even if you don't have access to Goal Booster through your employer, you can still use the platform to save for your future. Read our article and find out how.

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Christmas Gift Spending Expected to Rise in 2023

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Christmas Gift Spending Expected to Rise in 2023

The National Retail Federation predicts that American families will spend an average of $997.73 on Christmas gifts this year, up from $935.59 last year. While this is just an average, it's important to remember that Christmas is just one day out of the year, and it's not worth going into debt.

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How You're Passing Up Money Every Day (And How to Stop)

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How You're Passing Up Money Every Day (And How to Stop)

Have you ever found money on the ground? It's a great feeling, right? But did you know that you're passing up on free money every day? Here are a few ways you may be missing out on free money.

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Ditch the Budget and Create a Spending Plan

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Ditch the Budget and Create a Spending Plan

Around here, we don't use the "B" word. We create sustainable Spending Plans and not budgets. If you find yourself struggling to create your Spending Plan? Here are some tips to help.

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How to Get Current on Your Bills in 6 Steps

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How to Get Current on Your Bills in 6 Steps

Are you tired of being behind on your bills? Do you feel like you're drowning in debt and can't see a way out? If so, you're not alone. Millions of people struggle with past due bills, but there is hope.

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Retail Therapy: It's Not Really Therapy If It's Hurting You (Coronavirus Part 4)

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Retail Therapy: It's Not Really Therapy If It's Hurting You (Coronavirus Part 4)

I know it’s tempting to shop your heart out online while we’re quarantined, but pump your breaks and maintain a social distance from online shopping.

Take a moment and identify what you do not have in your closet or home that you truly need. My guess is that list is very short. Do yourself a favor and use what you already own.

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It's Time For a New Spending Plan (Coronavirus Part 2)

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It's Time For a New Spending Plan (Coronavirus Part 2)

Let’s talk about what you can do today, right now, to help offset any disruptions you may see in your income.

How much discretionary income do you have? Your discretionary income is any money you have left over after you pay your necessities (ex: taxes, shelter, groceries, costs associated with transportation, medication, etc.). So, how much “extra money” do you have that can be set aside in case you need to tap into it?

2018 Planning: 7 Tips to Help Yield the Results You Desire

2018 Planning: 7 Tips to Help Yield the Results You Desire

I'm going to FinCon18! FinCon is where money nerds like myself go to become even better money nerds and better business people... #iLoveMyNerdStatus

Where can you invest to yield the results that you want? This is a conversation about how we invest our resources. Money, time and energy are resources. This is a conversation about opportunity costs. Investing in some things require that you forego other things. This is a conversation about business (planning and sustainability). 

I share this story because you are in the business of you and it’s your responsibility to be successful along your journey.

Here are 7 tips to help yield the results you desire while on your journey to success.