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Jesse Mecham, founder of online budgeting tool “You Need a Budget.” Disclaimer: Neither the author, nor Providers & Families Wealth Management, LLC or its employees, are affiliated with, compensated, or endorsed by You Need A Budget (“YNAB.”) This is not an endorsement of YNAB and should not be read as such. On his company’s website, Jesse Mecham (founder and CEO of online budgeting tool “You Need a Budget,” or YNAB for short) explains in his
Behavioral Finance, Budgeting, Couples, Debt, Emergency Funds, Financial Advice, Financial Planning
DISCLAIMER: Neither the author, nor Providers & Families Wealth Management, LLC or its employees, are affiliated with, compensated, or endorsed by Cushion. This is not an endorsement of Cushion.ai and should not be read as such. As a frugal consumer (and one that just hates paying overdraft fees), a new service caught my attention this weekend. Scrolling through my Facebook newsfeed, I was served an ad that said something to the effect of: “Wow! In
Artificial Intelligence, Banking, Fees, Savings
Cheers! In the spirit of New Year’s Eve, I’d like to make a toast. If you’re reading this, join me in raising your glass, coffee mug, water bottle, or whatever. It seems like just yesterday 2018 was beginning. Scary how the years seem to zip by faster and faster as we get older, isn’t it? But that’s not what this toast is about. This New Year’s Eve, I’d like to make a toast in your
Behavioral Finance, Financial Advice, Relationships
Putting a retirement plan into place for your employees should be Simple. [image credit: eglobalis.com]Ever wonder how some of your peers offer expensive benefits packages to their employees and manage to stay afloat? Have you thought about putting a retirement plan into place to reward your employees, but gotten stuck navigating complicated filing requirements and trying to make sense of confusing language like ERISA, Third Party Administrator, and Form 5500? The IRS recognizes that it
Business Owners, Employee Benefits, Financial Planning, Investing, Retirement, Stocks, Taxes