How do we create a simple and actionable one-page plan?

It’s no secret that a lot of people are in fact scared to look at their financial situation. The reasons vary, but some of the most common excuses we hear are: ‘Once things settle down I’ll have more time for this’ or ‘I don’t have enough money to get started’ and ‘My situation is changing and I can’t possibly commit to a budget right now’.

Marriage is a great adventure, and like any adventure some thoughtful planning can really enhance the experience and provide the outcome you are looking for.

'I’ll save more when’ is a dangerous type of thinking and at the core it’s simply a form of procrastination - I’ll save more when I take that big job and we make more money...

According to the Bureau of Justice Statistics an estimated 17.6 million persons or about 7% of US residents age 16 or older were the victim of at least one incident of identity theft

More than likely your accountant doesn’t like the Roth, while you are drawn to the idea of tax-free income.