Welcome back to the Roadmap for Financial Health! If you are new to the Roadmap, we recommend you start at Step 0. Retirement. That blissful time on the far horizon when you can whittle away your time napping in a hammock by the water, playing golf, or reading a good book by the fire. The …
Welcome back to the Roadmap to Financial Health! If you are new to the Roadmap, we recommend starting at Step 0. Step 3 on the Roadmap has to be, by far, the least fun segment of your journey but it is also the segment that offers the most stress reduction once you’re past it. Step 3 is focused …
Budgeting isn’t rocket science, but it does require changing long-established habits which sometimes feels just as hard. People make lots of mistakes that throw them off track. If you have budgeted before, you may know the feeling of immense struggle after you set the budget up exactly as the gurus said and it STILL doesn’t …
Welcome back to the Roadmap to Financial Health! If you are new to the Roadmap, we recommend starting at Step 0. You’ve developed your goals and logged into your new budget tracking tool, you’ve linked your accounts, and now you’re really ready to begin. You need to build a budget that accurately reflects your spending …
Welcome back to the Roadmap to Financial Health! If you are new to the Roadmap, we recommend starting at Step 0. Hopefully, you have your financial goals spelled out and you’re ready to make a plan. As you certainly already know, a financial plan is called a budget. Budgets have gotten a bad rap in …
Welcome to the first step in the Roadmap to Financial Health Series! To start you off on the right foot you will set some real financial goals. These will focus your journey and motivate you to keep going. This is possibly the most important step of the process because it will involve having real, personal conversations …
