In this weeks edition of Monday Morning Quarter-Buck, Financial Planner Kerrie Beene, CFP® discussed building wealth by keeping your spending “in control.” We all have busy lives and often do the “next thing” that is needed without realizing how much that is actually costing us.

New York State has incredible natural beauty and the park system has really tapped into this. If you are not familiar with our area we have everything from gorges and lakes to mountains. There are 180 state parks in NY! 

I've decided to step outside my comfort zone this week and share the top six financial planning lessons I've learned in the past six months.

1. Comparing is Dangerous

2. A Spoonful of Medicine

3. Too Much On Your Plate

4. The Benefits of Confidence

5. Coaching a Coach

6. Asking for Help

I am a self-help junkie. I love reading self-help books, listening to podcasts, watching you-tube videos, and following a lot of influencers on social media. I could write a really long post telling you all about some of the great things I have learned and things that have changed my life for the better. But instead, I want to list 3 of the biggest things that have truly helped me change for the better.

Time to talk about getting vegetables on a budget!

One of the big steps in the college process is filling out the FAFSA form and working that to your advantage.

The U.S. House of Representatives recently passed the “Secure Act” legislation and it’s widely expected to move forward in the Senate.  In part, the legislation’s purpose is to make it easier for employers to offer 401ks to their employees and to let workers guarantee how much income their retirement savings will produce by using their assets to purchase annuities.  It removes the IRA age limitation and increases the RMD age to 72.

For those people, how does continuing to work affect their Social Security benefits?