2021 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New Year. It’s also the perfect time to review this year's spending and reset your budget for 202.

Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be your guide.

Do you and your significant other partner up when it comes to making sense of your dollars and cents? If you're considering becoming united on the financial front, you have many options. And if you're not, that's ok, too! From each partner planning solo to "what's ours is ours" — and everything in between — learn about some of the more common cash-flow strategies for those in relationships.

Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and checking it twice, your financial plan can guide your survival this holiday season.

Does the idea of creating a budget keep you from getting too close to a spreadsheet? Let me show you just how simple — and beneficial — a budget can be.