Happy New Year! The start of a new year is a great time to take a look at your financial life and do some assessing. Getting out of debt and saving money often top the list of most popular New Year’s resolutions, but this year, I challenge you to create better habits. Examine your bank account, retirement accounts, credit card statements, monthly payments and debt load and write down three … [Read more...] about Financial Goals and Habits for the New Year!
Life and Money
Taxes are not the most exciting thing in the world, so I thought I’d start with this short video on Cats Doing Taxes from one of my favorite non-profits AccountAbility Minnesota. (BTW: if you search for “funny tax videos” on YouTube, the results stink. Note to CPAs everywhere: please make a funny tax video that I can insert in my blog posts on tax tips). Tax planning is a really important part … [Read more...] about Tax Tips for Millennials
Just because I’m a financial planner doesn’t mean I’ve checked off all the items on my own financial to-do list! I’ve been feeling a bit overwhelmed by the mounting businesses and personal financial tasks that I have on my plate — and I decided that if I’m feeling this way, maybe my readers are too. Here’s what I do when I’m feeling overwhelmed by financial tasks and don’t know where to … [Read more...] about 5 Steps To Organize Your Financial Life