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Tag: expenses

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 […]

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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! […]

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December 8, 2021 small business

Financial Planning Tips for Small Business Owners 

by Katerina Logrono

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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July 9, 2017

Preparing for your baby: A few financial tips

by Kelly Luethje

You finally feel like you’ve gotten ahead: You earn a steady income, have paid down a majority of your student loan debt, and enjoy being a first time homeowner. Now comes one of the biggest decisions you’ll ever make: having a baby. Raising a child is one of life’s biggest adventures. As with most things, […]

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February 17, 2016

Small Business Owners: Let’s Get Organized!

by Kelly Luethje

Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and […]

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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.

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