by Vaishali Shah | Dec 21, 2020 | Blog
Financial advisors typically advise holding six to twelve months of expenses in a cash emergency fund. This cash reserve, a strong defensive tool, will weather you through life’s challenges. But, this fund can also play a role in a strong offensive strategy....
by Vaishali Shah | Nov 22, 2020 | Blog
Not ready to give up your daily mocha? If your daily coffee run brings you joy, eliminate other spending first. While these steps don’t replace living within your means and avoiding credit card debt, followed diligently, they can free up a decent amount of cash: Avoid...
by Vaishali Shah | Nov 1, 2020 | Blog
In our last post, Financial Foundations 1: Balance Sheet, we introduced the concept of net worth and showed you how to track your financial progress and set goals using a monthly balance sheet. Today, we’ll discuss how to reach these goals by tracking your cash...
by Vaishali Shah | Sep 23, 2020 | Blog, Individual Coaching
Once you’ve established your “20 Mile March,” how do you track your progress along your journey? The key tool is your personal balance sheet. Your balance sheet tracks your assets and liabilities so you know your net worth at any point in time. Here’s how it works:...
by Vaishali Shah | Sep 18, 2020 | Blog, Children and Money
[vc_row][vc_column][vc_column_text]Have you tried teaching your children about money and wonder if these efforts make an impact? As I happily learned, these lessons do stick. According to the FDIC, “Parents are the primary influence on a child’s future financial...