By: Kerrie Beene, CFP®

Happy New Year! With 2020 in the rearview mirror, we are hoping for a great 2021.

January is a great time to think about getting all of your financial paperwork organized. Organizing will create a calm space, save time in the long run, and help prepare for tax season. Below are 5 ways to help get your financial life in order.

By Kerrie Beene, CFP®

Since Oprah stopped giving cars away in 2011, we recently had to face the challenge of getting our daughter a better vehicle. While her getting older and purchasing this car should have come as no surprise, it came faster than we wanted (we should have started earlier!!) and I wanted to share a few things we did to prepare for the purchase of the car.

• Utilizing Savings

• Throwing all Extra Funds into the Savings

• Create a Physical Savings Chart

• When the time arrives to Purchase, Choose a Budget!

• Involve your Teen in the Purchasing Process

• Utilize a Teachable Moment