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Category: Member Access
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Wednesday Workshop: Personal Cash Flow Statements
Personal Cash Flow Statement For our weekly members-only group chat, this week we dove into creating a personal cash flow statement. We explored why it’s important and when it could be useful. Plus, we left plenty of time for you to share anything on your mind. Missed the Call? As a member you can listen…
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Wednesday Workshop: Filing Your Tax Return
Filing Your Tax Return By now you should’ve received most or all of the forms you need to complete and file your 2022 tax return. This week we talked about how to complete and file a tax return either by doing it yourself or by getting help from a tax professional. We also left time…
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Wednesday Workshop: Ways to Track Your Spending
Ways to Track Your Spending Making a budget is a great way to find opportunities to cut spending and save more in the new year, but what if you don’t know how much you should be spending? Before you begin budgeting, we recommend that you track your spending so you understand where your money is…
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Wednesday Workshop: ABLE Accounts, Where to Find Out More
ABLE Accounts, Where to Find Out More… During last week’s Members-only Group Chat, the topic of Able accounts was casually mentioned. In expanding upon this topic further, this week, we took an in-depth look at how to research different Able account options and the process to sign up for an account. We also left time…
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Wednesday Workshop: Tax Documents, What You Need
Tax Documents, What You Need Last week we walked through the process of ordering an accessible credit report in large print, Braille, or audio using the automated telephone service at 1 (877) 332-8228. This week we continued to talk about money moves you can make to kick off 2023 as we talked about taxes. Tax…
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Wednesday Workshop: How To Get An Accessible Credit Report
How to Get an Accessible Credit Report If you want to get financially healthier in 2023, one of the first things you can do is review your credit reports. On this week’s call, we reviewed options for getting your credit reports in accessible formats and demonstrated the process for requesting your credit reports in Braille.…
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Wednesday Workshop: How Time influences your Finances
How does time and the calendar effect your finances? As much of the western world celebrates holidays and approaches the start of a new year, we took time , pun intended, and discussed the ways that the calendar impacts our finances. We also left time to talk about anything you want to talk about. …
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Wednesday Workshop: Dopamine an it’s Effects on Spending
How one brain chemical influences our financial behavior When it comes to shopping, are you out of control? If so, you’re not alone. This week we talked about how a brain chemical called Dopamine is involved in the feelings of pleasure you experience when you shop. we worked together to come up with strategies you…
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Wednesday Workshop: The Total Money Makeover
5Th Wed. Book Discussion The Total Money Makeover You joined us for a discussion about this popular best selling book by Dave Ramsey. We explored what we thought would work and may not work for our unique spin to the market place. We also reserved time to talk about anything else you would like. To…
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Wednesday Workshop: About Gratitude
When do you know you’ve saved enough? Whether you’re planning for retirement or saving for your first home, it’s easy to focus on what you want or need rather than what you have. This week, while much of the United States is taking time off for the Thanksgiving holiday, we took a step back and…