Skip to content
Willow Planning Group
  • Home
  • About
  • Services
  • FAQ
  • Blog

Tag: emergency savings

October 6, 2022 woman balancing

How to Find Balance in Your Spending

by Katerina Logrono

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 […]

Read More… from How to Find Balance in Your Spending

September 29, 2022 Life the life you want

I’m a big fan of cash flow planning. Here’s why.

by Kelly Luethje

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! […]

Read More… from I’m a big fan of cash flow planning. Here’s why.

September 24, 2021 Young girl

Investing in your 20’s

by Katerina Logrono

I was recently talking to a friend about investing early and planning for the future. I realized that although many people are aware that starting early is better for compound returns and that time is valuable, they are hesitant to make that first attempt at investing. A survey by Ally Financial shows that 61% of […]

Read More… from Investing in your 20’s

July 24, 2020

Be Prepared, In Case of Emergency

by Kelly Luethje

My latest monthly newsletter (sign up here!) focused on several financial rules of thumb that really aren’t one-size-fits-all. So many tried and true approaches just don’t apply to every last one of us — which is exactly why Willow Planning Group focuses on tailoring financial plans to fit each client’s personal financial situation. Many of […]

Read More… from Be Prepared, In Case of Emergency

March 4, 2016

Preparing for a Financial Emergency

by Kelly Luethje

Are you prepared? As I go about my day, I generally don’t ask myself what could go wrong. Will I fall off the sidewalk and break my hip? Will my house be broken into?  Will I lose my job? Instead, I wake up, drink coffee (a must!), and then get my day started. It’s not […]

Read More… from Preparing for a Financial Emergency

Willow Planning Group
Phone: 617-943-1433
email: kelly@willowpg.com
Willow Planning Group, LLC is a
Registered Investment Adviser in
the states of Massachusetts, New Hampshire, and Colorado.

© Willow Planning Group 2022 | Disclaimer

Schedule Time With Me