It’s not about how much money you have to pass on to your kids – it’s about education and conversation from a young age. We know that parents in their 30s and 40s lead busy lives. Just as it’s important to have money conversations with each other, teaching your children about money can help them […]
Category: spending plan
How to Find Balance in Your Spending
When it comes to finding balance in your spending, standard advice says that you need to make a budget. How successful is that? One survey found that 74% of consumers say they have a budget, yet 79% fail to follow it. So, how can we flip the script on this story? We break down how […]
I’m a big fan of cash flow planning. Here’s why.
As a planner working with people in their 30’s and 40’s, I spend a lot of time planning for investments, taxes, and risk management, but today I’m emphasizing the importance of cash flow planning. Cash flow planning is about knowing your income sources and sticking to a spending plan so that you’re able to save! […]
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Managing Family Finances in your 30s and 40s
My definition of family financial planning is meeting your family’s everyday expenses, handling unexpected bills, saving for the future, and having fun! It can put you in control of your money and helps you avoid stress and feel more secure. I will say, though, it’s not always easy. But there is help! Financial planners like […]
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Women’s History Month: A Celebration of Women’s Financial Milestones
Women’s History Month is celebrated globally in March. It started over 100 years ago as a labor movement when women workers in the needle trades began to demand fair wages and workplace limits and protections. Women did not have the right to vote, so to effect change and call attention to the cause, they organized […]
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Financial Planning Tips for Small Business Owners
Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Here at Willow Planning Group, we love small businesses because we are also one! Did you know that according to the U.S. Small […]
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Coronavirus: How to Handle Your Money
As the “new normal” takes hold, it’s wild to look back and reflect on how much has changed in each of our lives in just six weeks. The response to Covid-19 has changed day-to-day life in so many ways, and it’s an unprecedented, frightening time across the globe. In times like these we realize how […]
Tips for Planning Holiday Travel
The holiday travel season is approaching quickly. You might already know that I’m always up for a winter getaway that involves as much skiing as possible, and through the years I’ve honed some strategies and tips for how to maximize your dollars on holiday travel and minimize spending as much as possible. This is the […]
Sparking joy … in your financial life
“Does it spark joy?” We’ve been hearing that a lot these days. I talked about the Marie Kondo phenomenon in a recent newsletter (sign up to receive them here!). Her philosophy about surrounding yourself only with things you love makes a lot of sense to me. My close friends and family know my closet is […]
Disability Insurance and You
Disability Insurance and You Many Americans are living paycheck to paycheck — a staggering 78 percent of us, according to a recent study by Career Builder. That creates a very delicate financial situation that could be thrown off kilter by an accident, unexpected illness, or a big family emergency. It’s not something anyone wants to […]
