What If I Can’t Work? #FinancialFitness2018

As my #FinancialFitness2018 journey continues, I have been giving consideration to one of the most important aspects of my financial life; my income. As a single mom with two daughters, it is obviously critical to our financial well-being. What if something happened and I couldn’t work for a year or two years? What if I […]

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Disability Insurance

Alright, everyone! It is April, and I am still plugging away at my New Year’s Resolution! Maybe I’ll be done before I have to set a new one for 2019 😉🙄 The topic for this week (and possibly next week if I’m not done) is Disability Insurance. I know, I know. You were just thinking about […]

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The Retirement Bucket #FinancialFitness2018 #RetirementPlanning #KatelynIsGoingtoRetireSomeday #TheBucketStrategy

#FinancialFitness2018 continues this week with one of the most important subjects yet. We’ve been going through each bucket in the Bucket Strategy, and we’ve now arrived at the last one; the retirement bucket. While the first two buckets are also very important, it is the retirement bucket that is the most misunderstood, and consequently avoided. […]

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I am divesting!  #FinancialFitness2018

I am divesting!    Over the last two weeks, I have been working on divesting from Bank of America as part of my #FinancialFitness2018 journey. After going over the Bucket Strategy for saving, I took a hard look at my checking and savings accounts. As a Socially Responsible Financial Advisor, I work hard to make […]

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My Mid-Term Bucket #FinancialFitness2018 #TheBucketStrategy

Over the last two weeks we talked about implementing the Bucket Strategy, and I discussed divesting from Bank of America in my first bucket; my checking and savings accounts. The next bucket is my mid-term bucket, and that is what I’m going to be focusing on today. As a reminder, my mid-term bucket is savings […]

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How I’m Divesting from Bank of America #FinancialFitness2018

Finishing up last week’s mission to divest from Bank of America, I wanted to give a brief overview of how I plan to do it. The first step was opening the accounts at the credit union. Now that the new account is open, I can start moving money over. However, I don’t want to close […]

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3 Reasons Why I’m Switching to a Credit Union  #FinancialFitness2018 

If you’re following along, you know this week I am moving my accounts from Bank of America to a local Credit Union. I am doing this for a number of reasons, as part of my #FinancialFitness2018 New Year’s Resolution. Here is my listicle! 3 Reasons Why I’m Switching to a Credit Union 1) Buying Local: By putting […]

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Why Katelyn is Divesting from Bank of America

Today I am going to outline why I am divesting my money from Bank of America, as part of my #FinancialFitness2018 journey.   As a Socially Responsible Financial Advisor, I help my clients to evaluate their current investment portfolios. Part of this is showing them what companies they’re currently investing in, and if those companies […]

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Let’s Talk Buckets. #FinancialFitness2018

Now that we’ve created a budget, and are planning to stick to it, we should know how much we’ll have saved at the end of every month. The question we’re answering this week is, what do we do with that money? Should you just leave it in your checking account for a rainy day? That’s […]

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Divest From Big Banks! #FinancialFitness2018

Getting your financial goals accomplished is definitely harder than it sounds. My New Year’s Resolution to get my financial house in order was derailed a bit last week when my daughters and I all got sick! Even with the best of intentions, and a blog to write, it can be hard to stick to getting […]

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