An Emergency Fund in the Growth Stage
In the Growth stage you need to continue to grow your emergency fund. As your lifestyle, spending, personal obligations, dreams for the future have changed over the course of your financial journey, consider [...]
Setup Financial Automation
In the notes section above (available to logged in users): Write out your financial automation strategy based on the guidelines below Link your accounts held at different institutions Set up the recurring payments [...]
The Importance of Health Insurance
Without health insurance you are likely to receive worse health care. When you do need health care, you may be stuck with bills that are significantly higher than what it would have cost [...]
Build a Growth Mindset for Your Money
By now, you've completed the tasks in Foundations and Security. You've built a strong base of financial health. From here, you have the power to grow. Now, you'll focus on how to increase [...]
Build a Mindset for Financial Security
Your "Financial Security" mindset centers around three key concepts: Protecting what you have - e.g. your health, identity, and accounts Preparing for the unexpected - e.g. by building an emergency fund Fervently attacking [...]
What is Financial Automation?
Financial automation can ensure bills are paid on time (including rent to your landlord, your credit card bill, and everything in between), income is immediately available, and saving and investing happens, without having [...]
How to Set Up a Credit Freeze
To set up a freeze on your credit, you need to do it with each of the three major credit reporting agencies. There is no cost but their website may try to upsell [...]
Confirm You Can Meet Your Financial Needs
Use this process to find out if you can meet your monthly essential needs. If you can’t meet your needs, you’ll find out how much you’re off by. [...]
Setup Automatic Minimum Payments for Your Debts
Set up automatic minimum payments to all your debts - either through transfers from a checking or savings account or through automatic bill pay. If you have a credit card that you don’t [...]
How to Setup Multi-factor Authentication
Multi-factor authentication (MFA) is a great way to make your online accounts more secure. MFA requires a second piece of authentication beyond your password before allowing you to login to an account. [...]
in Boulder and San Diego.