Tag Archives: planning

Understanding the 3 sided balance sheet

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How much money should I keep in a savings account for emergencies?

Question:                                                      How much money should I keep in a savings account for emergencies? Answer:                                                     Many financial professionals suggest that you put away three to six months’ worth of living expenses for emergencies. We actually call these funds “Cash Reserves,” because … Continue reading

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How Financially Secure Are You?

Could you come up with $2,000 next month if there was an emergency? This latest article on the average American’s inability to save money and establish at least some level of financially security for themselves and their families saddens me. … Continue reading

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How Do YOU Define Financial Safety?

This is a question I’ve studied and asked people for many years now.  The answers vary and also tend to change over time. So how do YOU define financial safety for yourself?  For your family? Having no debt? Lots of … Continue reading

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The Top 10 Things I Learned in March

Each month as I invest time in my personal and professional growth, I keep a running journal of the top lessons I learn throughout each day.  If you missed last month’s lessons, here you go. This month includes some quotes, … Continue reading

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The Story of the Magic Penny

If you had the choice between taking $3,000,000 in cold hard cash right now or a single penny that doubles in value every single day for 31 days, which would you choose? If you’ve heard this story before, you already … Continue reading

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Q1 Assessment Time

Well, it’s arrived.  The end of Q1 2017.  Remember back a few months ago?  Remember how excited you were to kick off the New Year?  All the goals and aspirations you wrote down?  The anticipation of what was to come … Continue reading

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Helping Your Child Set Up a Budget

Nobody really likes the big “B” word…budget. Budgeting isn’t typically fun, and many adults struggle with budgeting. Unfortunately, our children will learn a lot about money from us, so if we aren’t good at budgeting and handling our personal finances … Continue reading

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How to Set SMART Goals for 2017

“If you don’t know where you are going, you will probably end up somewhere else.” – Lawrence J. Peter In the spirit of the New Year, our focus is to help you set goals in a way that gives you … Continue reading

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How to Prioritize Your Cash Flow

Over the past several weeks, I have been discussing the need to save more and commit to a better financial future for you and your family.  This week I thought I would get a bit more tactical since the last … Continue reading

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