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Saving
What are you saving for? Identifying what you're saving for is the first step in planning for the future. What are your dreams and goals? Include savings as part of your spending plan. Make it an expense in your budget; it should come before spending on things you want but may not need.


How To Prepare To File Your Taxes At Year-End
Five things to consider when filing your taxes. File for free · Gather your documents · Research potential deductions · Save your refund ·

Annette Harris, AFC®
Dec 11, 20213 min read


10 Money Habits to Help You Take Control of Your Finances
1. Identify your income and expenses. 2. Set goals. 3. Create a spending plan. 4. start an emergency fund. 5. Use a monthly planner. 6. Pay

Annette Harris, AFC®
Oct 4, 20213 min read


4 Reasons Why Your Expenses Are Breaking the Bank
Budgeting your expenses is tough in general, but you can get your finances in order with four simple changes.

Annette Harris, AFC®
Jul 19, 20212 min read


How To Plan For Retirement At Any Stage Of Life
Millennials, Generation Z, Generation X, and Baby Boomers plan for retirement differently. Looking at all of the options and investing is cr

Annette Harris, AFC®
May 28, 20212 min read


Preparing for Retirement: Effective Strategies for Millennials
Millennials can prepare for retirement by planning and taking advantage of matching contributions. This free money can go a long way in the

Annette Harris, AFC®
May 15, 20212 min read


Reasons Why You May Need to Find a New Bank
Bank fees and a lack of customer service can cause you to switch banks. Another reason you might switch banks is that it does not fit with y

Annette Harris, AFC®
May 8, 20212 min read


Top 4 Tips To Save As A Couple
Couples share children, homes, goals, and finances. Talking about financial decisions can cause strain on a relationship. Talk about money e

Annette Harris, AFC®
Apr 27, 20212 min read


How To Become a 401(k) Millionaire
Planning for retirement can be fun. Take the guesswork out of retirement planning by exploring the myriad of options available to you.

Annette Harris, AFC®
Apr 15, 20213 min read
⭐ Featured Posts


Movies That Teach Kids About Money
Teaching kids about money can be fun with the right movies! Check out our top picks for movies that educate young viewers about money!
5 min read


12 Ways to Stop Letting Money Control Your Life
How do you stop letting money control your life? From removing shopping apps from your devices to getting comfortable with your numbers...
7 min read


Budgeting for Beginners: A Step-by-Step Guide to Get Started
Managing your finances and achieving your financial goals can be made easier through budgeting, which involves planning how to spend your mo
4 min read
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