/Tag: budget

Vacations tend to come with baggage: Credit card debt

By |2017-05-09T22:13:32+00:00June 29th, 2015|Categories: Press Room|Tags: , , , , |

reposted from: USA Today by: Anita Balakrishnan June 29, 2015 Summer is time for a well-earned vacation — except some have earned it more than others. Almost half of people are jetting off without saving enough in advance, according to a new study. Forty-six percent of people said they paid for a vacation by credit card [...]

14 Ways to Survive the Holidays Without Breaking the Bank

By |2017-05-09T22:13:23+00:00October 22nd, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

Anyone who knows me well is aware of the fact that I go a little overboard during the holidays. I overload on movies like Elf, A Muppets Christmas Carol, and A Christmas Story. I have the Pandora Holiday station churning out one-hit wonders, and old standards. It is also not uncommon to see my best friend [...]

Budgeting as a Team Building Process?!

By |2017-05-09T22:12:57+00:00January 23rd, 2014|Categories: Business Wise, Uncategorized|Tags: , , , |

Budgets have a bad rap.  Just the word budget makes people cringe.   People equate budgets with images of someone looking over their shoulder, losing their freedom, being restricted in their activities, or not being worthy of making a decision. The “problem” with budgets is in the process or delivery of them, not the budget itself.  If [...]

5 Reasons you Should Love Living on a Budget

By |2017-05-09T22:12:32+00:00July 13th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

Why do we dislike budgeting?   Because it is hard work!   Seriously, budgeting, or planning your income and spending, requires that you look at your life, your priorities and your values.  Good budgeting takes introspection and most of us don’t want to spend a lot of time looking inside ourselves.  But like anything challenging, the [...]

Simple Steps for a Successful Budget

By |2011-02-02T05:24:32+00:00February 2nd, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , |

News you can use:  It’s not too late to contribute to a Roth or Traditional IRA for 2010. One thing you don’t want to overlook, is that earned income workers can make the maximum contribution on behalf of a non-working spouse as well.   Note the year on the check and get it postmarked before April 18th (Yes, [...]