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Fall action plan

Step 4: The No Sweat Filing System

This week, let's work together on 5 small steps that will enable you to worry less and feel more in control—so that it takes less effort to manage your finances this fall. Most people don't know which financial documents to keep and which to...

Step 3: How Many Savings Accounts Do You Need?

This week, let's work together on 5 small steps that will enable you to worry less and feel more in control—so that it takes less effort to manage your finances this fall. We all know the answer to the question, How many pairs of shoes does one...

Step 2: Move Toward Auto Pilot

This week, let's work together on 5 small steps that will enable you to worry less and feel more in control—so that it takes less effort to manage your finances this fall. Putting your money on automatic pilot is the deceptively simple principle...

Step 1: Declutter Your Budget

This week, let's work together on 5 small steps that will enable you to worry less and feel more in control—so that it takes less effort to manage your finances this fall. If you have struggled with a budget, maybe that's because you've been...

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