Financial Organization, Goals, and Planning

Now that it is finally spring in most parts of the country, I wanted to focus on spring cleaning this month, highlighting some resources to help you organize your finances:

• Read: Many couples blame their marriage problems on disagreements and an inability to see eye to eye. Marriage counseling is a great option for couples who need to learn how to better communicate, but it might not solve the problem that caused a disagreement in the first place, especially if the problem involves money. So because money is a leading cause of stress in relationships, couples may want to consider money counseling before heading to a marriage counselor. Click here to read more.
• Listen: In this podcast conversation between Financial Mentor Todd Tresidder and Farnoosh Torabi, they discuss money, relationships, and financial goals. These aspects of life have long-term financial implications, and they’re much easier to accomplish when both spouses/partners are working together.
• Watch: Are you unsure of all that a financial planner can do for you with regard to an organizational overview of your financial situation, future needs, and risk tolerance? This video outlines the value of having a financial planner, who will help you achieve short and long term financial goals.

Free Services Spotlight:

• Vertex42: Since 2003, Vertex42 has been creating professionally designed spreadsheet templates for business, personal, home, and educational use. Their collection of financial calculators include some of the most powerful and user-friendly debt reduction and money management tools you can find.
• Personal Capital: The Personal Capital dashboard gives you everything you need to gauge, monitor and optimize your financial holdings. Link all of your external financial accounts and get immediate access to a comprehensive view of all your accounts.

*Both of these services are free and great for the do-it-yourselfer; clientele of Bona Fide Finance have access to more robust software tools as part of our business practice.

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You can click on the links below to access this month’s resources. Thanks for reading, listening, and watching!