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...
Read moreIf 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...
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#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.
Read moreI 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...
Read moreToday 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...
Read moreNow 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...
Read moreGetting 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...
Read morePicking up where we left off last week for #FinancialFitness2018, let’s talk more about the Bucket Strategy. You’ve created your budget and stuck to it, and now you have income left over at the end of the month. What do you do with it? This...
Read moreWe are focusing on how to save money in #FinancialFitness2018. See our last post for how the Bucket Strategy works, and read on to see how it is implemented! We discussed breaking our savings up into different buckets, based on how soon you’ll...
Read moreI have had quite a busy year so far in January. So far I have kept my New Year’s Resolution to create and update a Financial Planning blog! It has proven very helpful. In the first two weeks of the year, I tackled creating a budget. It is...
Read moreIt’s that time of year again! With 2018 quickly approaching, we’re all setting our New Year’s Resolutions with the best of intentions. We hope that with the advent of a new year and its fresh start, we’ll be transformed into healthy, fit people...
Read moreWith 2018 quickly approaching, this a fantastic time to get your financial house in order. There are a number of things you could do, but a great place to start is at the beginning. The basis for a financial plan is a budget. By creating a...
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