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Archive for the ‘Budgeting’ Category

The Multiplicative Power of Goals

Posted in Budgeting, tagged , , , , , , on October 11, 2010 | 2 Comments »

We all know if we commit seriously enough to our goals to write them down, we’ll probably have a better chance of achieving them. But have you ever considered the multiplying and powerful effect of goals on our finances? Mark and Cindy [names changed] came to us seeking financial advice. From the start it was [...]

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Financial Beginnings – Taking Off

Posted in Banking, Budgeting, Estate Planning, Financial Planning, Investments, Retirement, Savings, tagged , , , , , , , , , , on August 9, 2010 | Leave a Comment »

This is the 3rd installation in a 3-part series This is the third and final blog in a series for those in the beginning stages their financial lives, and the pitfalls, learning, and strategies at each stage of starting out. Previously, I observed the potential for a lost generation of investors that I see mostly in [...]

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Can You Handle the Four Fat Financial Fears? (A four-part series)

Posted in Budgeting, Estate Planning, Financial Planning, Investments, Taxes, tagged , , , , on July 28, 2010 | 2 Comments »

Part 3:  Getting Organized Volatility Outliving Your Income  Getting Organized  When Is Enough Information Enough? I would say that in 9 out of 10 of my initial discussions with people regarding money they say they “need to get organized!” In most cases it’s absolutely true and in many it’s the big cop out to keep [...]

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Keeping Score (Part 2): 1 – 2 – 3 Easy Steps to Raise Your Financial Wellbeing

Posted in Budgeting, Credit/Debt, Financial Planning, Savings, Spending, tagged , , , , , , , , , on July 22, 2010 | 1 Comment »

In Part I of Keeping Score, we discussed that it’s helpful to know how we’re doing financially speaking. It’s no different than keeping score like we do in other aspects of our lives, such as when we play or watch sports, step on the scale, count calories, or check our cholesterol. Knowing the score keeps [...]

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Summertime and the Planning is Easy

Posted in Budgeting, Financial Planning, tagged , , , , , on July 21, 2010 | 1 Comment »

So much of the year, our financial lives are intensely focused on the sprint and not the marathon. Summer is a great reminder that the exact opposite is what’s really important. While these are often the months that have us as far away from our financial plans as we are all year, using this time [...]

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Is Budgeting Worth It?

Posted in Budgeting, tagged , , , , , , on June 25, 2010 | 6 Comments »

Budgeting. The word itself makes most people cringe. The process of budgeting can be very cumbersome and frustrating. First, you have to sort through statements and online transaction ledgers to identify all of the regular expenses you encounter on a regular basis (mortgage, car loan, utilities). Once you have them figured out, you begin the [...]

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Can You Handle the Four Fat Financial Fears? (A four-part series)

Posted in Budgeting, Credit/Debt, Divorce, Financial Planning, Investments, Retirement, Savings, Spending, tagged , , , , , , , , , , on June 24, 2010 | 4 Comments »

Part Two:  Outliving Your Income Here are the four fat financial fears to deal with: Volatility (See May 26, 2010 post) Outliving Your Income Getting Organized When Is Enough Information Enough Last month I spoke about volatility and having a mechanism like the 200-day moving average that gives you a clue as to when it’s time [...]

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