Category Archives: Financial Goals

Keep Your FUN Goals on Track with an Emergency Fund!

So, how do emergency funds keep fun goals on track?  If you don’t have that emergency fund set aside when the emergency happens, the money you end up using is what would have been used for things like vacation, planned … Continue reading

Posted in Banking, Emergency Fund, Financial Goals, Financial Plans, Saving | Leave a comment

Getting Organized Financially: Take Small Steps To Make It Happen.

First ask yourself why. Why take the steps you are considering taking to get organized in your financial life? Will you feel better mentally and emotionally by reducing clutter? Will you save money and time by being able to find … Continue reading

Posted in Financial Goals, Financial Records, Getting Organized, Insurance, Uncategorized

Staying Out of Debt for the Holidays – Part 1

It is getting to be that time of year again; the winter holiday catalogues and holiday decorations are making an appearance.  So…..I am going to start the discussion on holiday spending. The holidays are really about spending time with family … Continue reading

Posted in Credit, Debt, Expenses, Financial Decision Making, Financial Goals, Financial Plans, Non Financial Resources, Spending, Uncategorized | Leave a comment

Reaching Financial Goals….means setting them first

Early in the year is perfect timing to reflect on what you want to see in your life in the next six-months, next year, and even the next few years. You can start on your goal today or this week … Continue reading

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Your Net Worth – a positive approach

Believe it or not, doing a net worth statement each year is crucial for your financial health.  Many people get intimidated by the idea of determining their net worth because they don’t want to see negative results – that they may … Continue reading

Posted in Debt, Expenses, Financial Decision Making, Financial Goals, Financial Plans, Financial Records, Uncategorized | Leave a comment

Getting on Track for Retirement: Six Things to Do Now

Concerned about whether you are on track for retirement?  Here are six things you can start doing now:  Start sooner rather than later. The sooner you start planning and evaluating if you are on track, the more options you give … Continue reading

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Financial Checklist for 2012… and every year

There are many financial documents and steps that you should review or complete each year, and others that it is important to do at least every few years. Here are some important financial tasks to consider completing during the calendar … Continue reading

Posted in Estate Planning, Expenses, Financial Goals, Financial Plans, Financial Records, Identity Theft, Insurance, Investing, Retirement Planning, Saving for College | Leave a comment