Free Money Advice Downloads For Your Family

Click on the titles listed below and download informative articles and other materials to help you prepare for your financial future.

  • Household FinancesHousehold Finances

    The things every spouse and partner should know about household finances. Download

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  • LFE Institute: Money Minute ChecklistLFE Institute: Money Minute Checklist

    LFE Institute offers a checklist for some practical ways to save money on many things. Download

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  • Get on Track Financially Before the Baby ComesGet on Track Financially Before the Baby Comes

    Planning Within Reach provides a checklist on how to get on track financially before the baby comes.

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  • Tips for Controlling Your SpendingTips for Controlling Your Spending

    Planning Within Reach offers some practical advice on controlling spending.

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Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More

A Conversation with John

I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. This... Read More