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Cash flow analysis worksheet template

Cash Flow Worksheet from connie  4088541883 Dear Friends, My goal is to help others organize their finances. Who do you know who loves to save money and has a family and house? I also help single parents navigate thru their retirement plans and savings or wealth accumulation fund. Most of all, I am now AHIPContinue reading “Cash flow analysis worksheet template”

Do you need a financial planner?

Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn’t be afraid to consult a financial planner–when appropriate. Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically chargeContinue reading “Do you need a financial planner?”

Bazinga! 6 Genius Money Lessons from ‘Big Bang Theory’ by Annalisa Kraft-Linder

Monty Brinton/CBS/Getty Images Sheldon, Howard, Leonard, Raj, Amy, Bernadette and Penny — the quirky geniuses of “The Big Bang Theory,” Nielsen’s No. 1 comedy — are always funny, but especially in teaching us what not to do about money. Money Can Buy You Love — But Only for a Bit Howard learns this lesson whenContinue reading “Bazinga! 6 Genius Money Lessons from ‘Big Bang Theory’ by Annalisa Kraft-Linder”

Cut costs in bank fees, home/car insurance, dining, and more

Cut costs , save more Home/Car Insurance and Financial Fees Save almost $600 a year Some credit cards sock you with fees of $30-plus, the FDIC reports, if you’re even a day late with your payment. Say you have a bad math week and bounce a check—that’s a fortune right there. Stay on top ofContinue reading “Cut costs in bank fees, home/car insurance, dining, and more”