Tag Archives: Money Goals

Tips for Retirement Planning

Every year you should take the time to evaluate your long-term financial plans. If you are very close to retirement, you might need to do this more often than once a year. Try to come up with a schedule that works for you. Look at it each year on your birthday, the New Year, each fall when school starts, at tax time, find a time that is best for you. During this time, your retirement plans should be part of this process. When you do sit down to review, consider these tips: 1. Every year we see inflation rising. Your … Continue reading →

Get Rich!

Posted on by

Okay, yes, I know… we all want to get rich, right? Well, like all good things, money comes to those who wait. Just like anything worth working for, losing weight or gaining income, the slow turtle is the one who wins the race. There is no real get rich quick scheme. Certainly every so often, someone does win the lottery, but the chances that would be you are so slim – you can’t even plan on it. However, you can do some things where you can plan to gain money from them. 1. Start now; start young! The sooner you … Continue reading →

Determine the Best Route

Money dreams and goals are not always simple. Sometimes you have more than one. How do you decide what to do and when? Should you try to follow all your dreams, but plan them at different times or should you just pick a few realistic ones? A great process is to create a money dream notebook. For each page, title it with the dream. Then start to keep track of both your feelings and research. The details you include will be dependent on the dream, but they can help you to plan and also compare your money goals. This notebook … Continue reading →

Monthly Money Meeting

It is about time to have another monthly money meeting. This is a great time to check on how your organization when it comes to finances and money choices is working for you and your spouse. Here are five things that you may want to discuss as you plan this next month’s budget. 1) You can quickly discuss how the organization system is working for you. If just one of you records receipts in your computer or checkbook, is the other one getting the receipts all right? Are you both communicating on how much you spend in the different categories, … Continue reading →

Financial Priorities

Have you sat down and decided what your financial priorities are? If you have never clearly stated what these priorities are you should find these steps enlightening. Completing the following five steps will help you have a stronger sense of what you want to accomplish with your money. It can also help you realize areas or habits that may be keeping you from achieving your financial priorities. 1) Write down the three most important things to you. These may vary, and do not need to be directly related to money. You may want to spend more time with your family. … Continue reading →