Know that you are not the only one who is anxious about this upcoming tax season. Below are four strategies to ease your tax season anxiety.
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If you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor. In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.
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Values and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.
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I truly care about helping others on the road to financial freedom. My goal is to build trust and goodwill with faith-driven families who need expert guidance to tackle their biggest financial goals. I want to share how I became a CPA financial planner and built WorthyNest® so that you can be confident about the resources you find here.
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It’s valuable for each family to have a cash emergency fund that can be tapped for true emergencies – like a car breaking down or furnace repair in winter – but this needn’t be more than a few thousand dollars. Once you’ve comfortably saved for an unforeseen, short-term emergency, then you can turn your attention to bigger goals.
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Don’t stop at an emergency fund. Build an opportunity fund, too.
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How would you like a one-page snapshot to carefully vet new or existing small business ideas? Good news! The business model canvas (“BMC”) may be your solution. It’s a simple one-page sketch and is an excellent alternative to a lengthy, traditional business plan.
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A business plan is typically at least a detailed 10-page document that can take some serious time and energy to complete. If you’re a solopreneur or a small business owner juggling a hundred other tasks, actually writing a business plan might sound… well, daunting.
I’m happy to tell you that there’s an alternative to a business plan. And it’s just one page long. Yes, a single page.
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Regardless of the reason for hanging your own shingle, you’ve found some financial success along the way. You have steady, recurring revenue from a growing client base as a service-based entrepreneur. You are coming to the realization that there aren’t enough hours in the day to accomplish your business goals. You cannot personally serve any more clients without some help.
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If you’re a working parent, you’ve probably wondered many times how to balance work and family. I have, too. And honestly? Trying to find this mysterious work-life balance was really discouraging. But I have a different perspective now than I once did. Instead of trying to achieve work-life balance, seek work-life happiness instead.
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Building wealth does take effort and intentionality, as well as a holistic approach. In this article, I want to offer three key steps to achieving your goal of financial wellness. But first, let’s take a deeper dive into the connection between financial health and physical health.
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Maybe you have a dream in your heart that you’ve been thinking about forever. Maybe you’ve always wanted to start your own business. Or live abroad. Or join a non-profit instead of working for a corporation.
Whatever that dream is, take a minute to think about what is actually holding you back from chasing after it. Is it fear of failure? The effort required to make a change? Analysis paralysis? This article contains 5 powerful strategies to chase your dreams.
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Let’s face it. Government healthcare programs are really not great. And the individual plans are expensive. So there are a lot of people exploring different options and looking for alternatives to traditional health insurance. If this is you, I invite you to weigh the costs and benefits of a healthcare sharing plan. In this post, we’ll be looking at how a healthcare sharing plan works and some considerations you may want to make before deciding to go with this option.
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There are so many people who feel as though they will never get out from beneath all their debt. If this is you, I understand how you feel. I’ve had to sit with those feelings at times. But sitting inside that negative emotional space for too long can cause us to freeze, which leads to inaction… and can eventually lead to even more debt. So, I want to take this highly emotional topic and look at it objectively, from a higher-level perspective. My focus in this article will be to break down some preconceived notions about debt and give you some tips on managing debt.
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Redefining Family Wealth was written to transform the way you think about wealth. This labor of love was born out of my one-on-one work with WorthyNest® clients. In this post, I’ll be debunking the three biggest myths about money that are tripping up Christian families.
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These are the moments that make me a proud mama. It is my responsibility as a parent to create a safe, loving environment for my children to thrive. You are your son or daughter’s best teacher. Let’s explore five ways to raise healthy, responsible children.
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There are only so many things within your control, and cash flow planning is one of them … regardless of whether we are officially in a recession or not. Budgeting wisely is crucial during your family wealth-building journey.
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Budgeting is a sign of freedom where you are in the driver’s seat on spending and saving decisions. It’s your guidepost to build wealth as a family. [. . .] If budgeting evokes angst and contempt for you, it’s time for a new approach. Go read this article about how to budget without dread and come back when you’ve finished it.
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