Simplify Your Financial Life
eBook - ePub

Simplify Your Financial Life

104 Easy Tips for Creating the Abundant Future You Desire

  1. 304 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Simplify Your Financial Life

104 Easy Tips for Creating the Abundant Future You Desire

About this book

Who says your financial life has to be hard? It can be simple—just make a date with your money, and you’ll be on your way! It turns out that many of us have spent years being fed inaccurate information about how money works and about our abilities to manage it. 

Author Dawn Starks, a CERTIFIED FINANCIAL PLANNERTM practitioner and financial advisor, is here to change those beliefs and prove that managing our money is not as difficult as we’ve been led to believe. 

When she established her financial planning firm in 1999, her goal was to streamline the financial planning process for her clients. Now she has compiled her best tips to help you. Are you eager to shed the notion that managing money is hard? Would you like to put your financial life on a better track? Then this book is for you. 

Simplify Your Financial Life contains 104 lively, accessible tips that illustrate how we can change our mindsets, lay good foundations, get organized, and create easy-to-implement systems so that we can stop worrying and spend more time doing the things in life we love. Tips on budgeting, spending, getting out of debt, saving, and investing fill out this friendly volume for people at any stage of life.

In addition to her commitment to simplifying financial planning, Dawn has embraced the personal benefits of minimalism and simple living. In 2018, she launched her online business, SimpleMoney, where she writes and teaches about personal finance while sharing the benefits that simple living and minimalism can bring.

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Information

Appendix

SIMPLIFY YOUR FINANCIAL LIFE CHECKLIST

Thank you for reading Simplify Your Financial Life, and I hope you enjoyed it!
If you would like to have a free printable checklist of all the projects in this book, visit www.simplifyyourfinanciallife.com/checklist

DOCUMENT LOCATOR

A Document Locator is a list, either on paper or electronically stored, to guide your beloveds to your important papers. If you would like to have a printable or digital version of this tool, visit www.simplifyyourfinanciallife.com/documentlocator

PERSONAL DOCUMENT LOCATOR

Personal Information
Name #1
Social Security Number
Date of Birth
Name #2
Social Security Number
Date of Birth
Residence
Work Address
Safe Deposit Box:
Number
Bank
Address

Where are the Legal Documents?

Birth Certificates
Marriage Certificate
Baptismal Certificates
Medical Records
Burial Records
Letters of Last Instruction
Divorce Papers
Social Security Cards
Powers of Att...

Table of contents

  1. Cover
  2. Title
  3. Copyright
  4. Dedication
  5. Contents
  6. Introduction
  7. Start with the Basics
  8. Establish a Better Mindset and Money Philosophy
  9. Get Organized
  10. Build Simple Systems
  11. Focus on Your Budget
  12. Watch Your Spending
  13. Get Out of Debt
  14. Simplify Your Saving and Investing
  15. Simplify Money for Your Kids
  16. Protect Your Family and Pay Your Taxes
  17. Rethink Retirement and College
  18. Bigger Moves
  19. Conclusion
  20. Life Gets in the Way
  21. Acknowledgments
  22. Appendix
  23. About the Author