Get a Financial Life: Personal Finance in Your Twenties and Thirties By Beth Kobliner Like many young adults, maybe you’ve recently come out of the academic pipeline feeling a bit uneasy about your financial knowledge and confidence in being able to handle your affairs. In Get a Financial Life, Beth Kobliner aims to give such […]
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Seeking Financial Counseling
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Seeking Financial Counseling There are many reasons why a potential client will contact me. Some are not sure whether they have found the right place. This article is based upon actual email correspondence between a worried and stressed husband and myself. It illustrates the type of issues you may encounter and what you can do […]
Read MoreOrganizing Saves Time
How Do You Organize Your Credit Card Receipts? There are many tasks that most people prefer not to do. Things like opening your mail, paying your bills, and organizing your paperwork. Organizing your paperwork requires a system of filing. Even the process of getting to the point of filing can be overwhelming. This article will […]
Read MoreBook Review: “Happy Money” By Elizabeth Dunn and Michael Norton
Happy Money: The Science of Smarter Spending By Elizabeth Dunn and Michael Norton How many times have we heard that money can’t buy happiness? In their book, Happy Money, Elizabeth Dunn and Michael Norton aim to flip this saying on its head. Backed by psychological experiments and research, they demonstrate that there are a number […]
Read MoreWhat’s Missing From Our Family Budget?
What to Include in Your Family Budget Knowing what, where, and how much you are spending and saving your money is important when you are preparing your family budget. When I work with clients, one of the first things we address is understanding all current expenses. This includes any unusual items as well as small […]
Read MoreThrowing a Frugal Holiday Party
The holidays can be very draining on your monthly spending plan. It is also a time for you to enjoy being with your friends and family. That frequently means either going to parties or having parties at your home or restaurants. It is important that you can have fun during this time of the year, […]
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