Insights

October 17, 2024

Weekly, Simple Budgeting Tool

Easily Track Discretionary Expenses

March 21, 2024

B Comes Before C

If you can Budget well, you can let Compounding run wild.

February 8, 2024

The “B” Word…Yep, Budgeting!

In a recent meeting a client asked me what budgeting technique works well for the Dolan Family.

January 17, 2024

Financial Goal Setting

Getting Better While Giving Yourself Some Grace

October 26, 2023

Follow the Happy Money

My parents are aging, but their wisdom is showing when it comes to how they spend.

August 23, 2023

Urgent, Urgent, Emergency!

Emergency Fund Basics