This guide breaks down nine key tasks to include in your financial bucket list for efficient personal finance management. Discover practical advice on listing assets, tracking debts, preparing legal documents, and more, to secure your financial future.
Author: Rebecca Garland
Rebecca Garland
Rebecca holds advanced degrees in business and information science. She is a proud small business owner and balances her career with family and classroom instruction. She understands the real world of personal finance and how to make money work for you.
It sounds like forever when you think about how many years you have between now and when you retire. There’s no way you’ll ever really…
Set an affordable contribution, compare education accounts and revisit the plan as school approaches. No promised returns, automatic aid conclusions or outdated gift-tax table.
When you’re single, you can live a lifestyle that doesn’t require much insurance. You might arrange to have some health coverage and the minimum required…
It’s shocking how much the choices we make when we are young can affect the life we lead now. As a parent, it’s imperative that…
Help a teenager plan a paycheck, understand pay and tax records, use credit carefully and protect personal information through low-risk practice.
We all love new things – this is a consumer driven society, after all! But new isn’t always better, at least not for these eight…
There are many ways to wisely invest your tax return. Your financial planner can help you dig through options including mutual funds, IRAs or even…
Use small real choices, a visible goal and short family check-ins to help a child practice earning, saving, spending and reviewing money decisions.
As the housing market begins to improve in earnest, it’s becoming increasingly worthwhile to invest in your home. Of course not every home improvement project…
We all know the value of education – or do we? A lot has been said about the problems of student loans, but even if…
With January finally here and the end of the ongoing talks about the fiscal cliffs and other looming government tax decisions, it’s finally time to…
Budgeting takes effort, but it’s necessary work if you want to stay on top of your family’s finances and make sure money is available for…
It’s 2013! We’ve survived the end of the Mayan calendar, we’re past the worst of the Fiscal Cliff, and we’ve all gone back to work after some…
Since 2008, many people have faced horrible debt decisions. They have walked away from foreclosed homes. They have broken leases and abandoned credit card debt.…
Many people purchased a home over the last five or ten years, and with the sluggish economy still distressingly slow and the housing market moving…
For over a year we’ve heard periodically that it’s finally time to buy! The real estate market has hit the bottom and property values are going up!…
Last year they were introduced, but this year the IRS is serious about the new 1099-K forms. What do you need to know about reporting…