Budget Bootcamp

11/03/2025

Did you know that a spending plan is a budget. 💹📈📉A budget plans out your paychecks and your expenses. 💵💰💰💰💰Planning your income and expenses helps you to choose where your money goes. A spending plan allows you to be proactive and not reactive. After your money is spent it is too late. 😢

70% of Americans do NOT have a written budget. 😲70% of Americans do not have $400 for an emergency. 😮 Do you see the correlation? 🤔

If you want to stop being broke, pick up a budget template today and get started! Print out 1 month bank statement. Input your income and expenses into the spreadsheet. Cut/Eliminate expenses. Shop around for lower prices. Then BOOM that is your upcoming budget. Copy for the next month. Easy Peezy!

60 + Budget/Business Spreadsheets Link in my Bio...OR not...

05/03/2025

A great article on the pros and cons of renting while in retirement! Check it out and drop your comments here!

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60 + Spreadsheets LINK in bio

In retirement, every dollar counts, and determining where you can best afford to live is critical.

27/02/2025

Are you thinking about selling your home soon. Here are 12 mistakes to avoid when selling your home.

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60 + Personal/Business Spreadsheets LINK in my bio

If you are selling a house, the process can become more difficult if you ignore the tried-and-true practices that have helped home sellers in the past.

26/02/2025

Are you planning on retiring in 2025? Checkout this article about challenges you may have about retiring in 2025 due to market volatility, inflation, and social security.

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60 + Personal/Business Spreadsheets LINK in my bio

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Retirees face some financial hurdles this year. Here's a look at the challenges ahead and what retirees can do to successfully navigate them.

25/02/2025

Scams are on the rise. The scammers get more creative every day. Here is how to spot a go fund me scam!

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60 + Personal/Budget Spreadsheets LINK in my bio

GoFundMe has grown rapidly since its inception in 2010, and with growth can sometimes come an increased risk of scams. Here's how to spot cons.

21/02/2025

Were/Are you planning on retiring this year? Check out this article to navigate the ever-changing economy of 2025!

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60 + Budget/Personal Finance Spreadsheets LINK in my bio

Retirees face some financial hurdles this year. Here's a look at the challenges ahead and what retirees can do to successfully navigate them.

13/02/2025

Policies and Inflation affect your borrowing, of all kinds. Check out this article on what you need to know in 2025.

60 + Business & Personal Finance Templates LINK in Bio.

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And just like that, we’re a quarter of the way through the 21st century. Here’s what’s coming in 2025 that could have unexpected impacts on credit cards.

11/02/2025

With Forbes – I just got recognized as one of their top fans! 🎉

03/02/2025

Its tax time. Get out a folder and start to gather your documents as they come in. Print them and save them in this folder.

If you are doing investments, you should have an accountant do your taxes.

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60 + Business/Personal Budgets link in bio.

Just how much of your investment income is taxable and how it will be taxed can be a challenge to figure out. Here is a rundown on paying taxes on investment income.

31/01/2025

Did you know I blog on Tiktok about

Budgeting
Getting out of debt
Retirement Planning
Investing for Beginners
Estate Planning
Taxes

AND MORE!

This Sunday I have a FREE LIVE budget workshop!

Pick up a template, link in my bio, or come with a pen/paper! Easy, free, and VERY enlightening! I will walk through questions or scenarios you may have regarding your situation while we all are on the live!

LIMITED SPACE. SIGN UP SPACE IS LIMITED.

(TIKTOK)

Drop a comment or a question.

60 + Business & Personal Spreadsheets LINK in bio.

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31/01/2025

Tariffs, Tariffs, Tariffs.....Are you, your family, or your company preparing for Tariffs?

Tariffs are a tax. This tax will be paid by the Companies buying them and passed onto the consumers.

Drop a comment or a question.

60 + Business & Personal Spreadsheets LINK in bio.

Follow for all things personal finance tips.

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

30/01/2025

First start with a written budget! You need to be intentional about your current monthly expenses. It is soooo easy. Write it down, or my preference as an accountant of 20+ years is to put it in a digital spreadsheet. A digital spreadsheet is efficient, and it does the MATH for you as you add, subtract, or modify monthly.

Create your budget 1 time. Pick up a Digital budget template link in my bio!

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If you’re wondering how to save money, these 18 tips provide actionable strategies to trim costs and grow your savings, even on a limited income.

29/01/2025

Another Privacy lawsuit. Did you know that this software exists? Have you ever said anything out loud and all of s sudden it pops up in your phone somewhere? Coincidence?

Drop your comments

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60 + Business & Personal Budget Tools LINK in bio

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

28/01/2025

Are you about to make a big financial decision? Check out the 7 red flags that may prohibit a bad financial decision!

The next time you're about to make an important financial decision, look for these seven red flags, and learn how to grow from previous financial pitfalls and budgeting errors.

27/01/2025

Huh, I thought "China was bad" So are you telling me that companies in the US other than the 2 mentioned want the best price?

Very curious! What are your thoughts!

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60 + Budget Templates LINK in bio

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

24/01/2025

Here is what the Feds are doing or not doing.

Are you surprised? Do you agree? Drop your comment here.

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60 + Budget Spreadsheets LINK in Bio

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

23/01/2025

Student loans and pay increases. Check out this article!

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60+ Budgets LINK in bio.

**Budgeting
**Getting out of debt
**Retirement Planning
**++++

While it can be a good idea to pay off debt sooner rather than later, the extra income may be better spent on other financial goals that have more impact on building a solid financial foundation.

22/01/2025

Will America ever learn that he who has the money has the power?

Do you remember before Amazon? We made the worlds richest man.

Drop a comment or question.

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60 + Budget Spreadsheets for Helping you with your Finances, LINK in bio.
Budget. Debt payoff. Retirement Planning. Business Templates. Health Templates.

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...