Budgeting

A budget is an essential part of your personal financial well-being. Knowing your monthly income and expenses creates mindfulness around your money. Use this budgeting worksheet to keep track of your income and expenses. We encourage you to check in with yourself to see how you are doing and readjust as needed.

You can change the labels in column A to personalize this worksheet to your lifestyle!

Blog articles on Budgeting

Creating a financial emergency plan in response to COVID-19

Balancing and understanding how to be savvy about juggling your money is essential in today’s climate when many businesses may be offering extensions to the monthly payments. Knowing what questions to ask, how to ask and confirming is going to be important and help...

Financial Wellness Checkup: How Healthy Are You?

Adapted from an article by Stacy Francis Especially in this tumultuous time, it's important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget: Such benefits...

Tax Help for Your 2018 Filing

2018 Marginal Income Tax Rates and BracketsRevised  Income Brackets and Marginal Tax Rates  What are marginal tax rates?  It’s the percentage of your income that you pay in taxes.  Good news –the brackets (or income ranges) were lowered so most of...

Webinars on Budgeting

5 Tips for Surviving Grey Divorce in Retirement

By: Michelle Petrowski Buonincontri, CFP®, CDFA A late-life divorce can wreak havoc on even the most well-thought-out retirement plan. You were happy “once upon a time” and planned a future…. Now you’re 55 and getting a divorce.  Or maybe you’re 60 or even in your...