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Building a Financial Plan to Fit Work, Life & Money
If you’re among the 33% of Americans with a written financial plan, pat yourself on the back. Research shows that a written plan increases savings, improves stability, and reduces stress. With such positive outcomes, it’s surprising that more people don’t join the club.
What IS a Money Mood?
An emotional and psychological impression that frames your general financial perspective, your Money Mood is responsible for triggering your desire to spend, save, give away, or ignore.
How Lucky Are You?
Retirement Planning for Small Businesses — Consider yourself lucky if you own or work for a small business that offers 401(k) retirement plans.
Money with Purpose
Like exercise, diet, and a host of other personal management techniques, the benefits of having a formal spending and saving plan are as critical to your physical and mental health as moving your body and being mindful about what you put into it.
The Mighty Mortgage
It’s no secret that we saw an unprecedented supply, sale, and speed of sale in the 2021 housing market. So much so that many of us are still reeling from bidding wars, low-interest rates, and the fact that more than 50 percent of homes sold for more than their list price.
Investing & Your Financial Plan
Accumulating wealth is the primary goal of a financial plan. Developing investment skills along the way brings added value to the equation, often helping grow your net worth even faster.
When Life Gives You Insurance…
Though it’s neither sexy nor exciting, life insurance is a valuable safety net for protecting the people you love and who rely on you for their general well-being. Unless you’re single with no dependents, everyone needs it.
Debt Stress
Debt plagues 75 percent of all Americans, including us ladies, who hold 58% or about $929 billion of all student loan debt. Learn how to kick it to the curb.