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Tag: Financial Planning

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On To the Next One…

December 7, 2020by Maureen.WrightLeave a Comment on On To the Next One…
On To the Next One…

I love a good financial goal. I love the process of creating the goal using the SMART method and using strategies like sinking funds to accomplish said goal. While those exercises are fun, my absolute my favorite part of any financial goal is accomplishing the goal. Last month, my husband and I accomplished a big [...]

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True Life: I Did a Roth Conversion

November 23, 2020November 23, 2020by Maureen.Wright11 Comments on True Life: I Did a Roth Conversion
True Life: I Did a Roth Conversion

I love Roth. That is Roth IRA’s. You may have already figured it out due to the amount of posts I’ve written on the topic. If you didn’t know that or aren’t familiar with the concept of a Roth IRA, I suggest checking out one of the following posts I’ve already written on the topic: [...]

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My Home Was NOT an Investment

October 2, 2020by Maureen.Wright1 Comment on My Home Was NOT an Investment
My Home Was NOT an Investment

I’ve spent a lot of time on here sharing my experience with the home buying process and lessons I’ve learned since becoming a homeowner. In sharing these personal experiences, my objective is always to write something that is thought provoking, informative and leaves my readers feeling more empowered on that topic than before. This particular [...]

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True Life: I Am My Own Worst Client

September 15, 2020by Maureen.Wright1 Comment on True Life: I Am My Own Worst Client
True Life: I Am My Own Worst Client

Coming to you live with a second installment of a “True Life” story featuring yours truly. Last time I shared a True Life story, I was writing about my decision to sell my wedding dress after our wedding and all the reasons why I felt it was justified. For those of you who were sitting [...]

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Are You Smarter Than a Fifth Grader?

August 11, 2020August 10, 2020by Maureen.Wright2 Comments on Are You Smarter Than a Fifth Grader?
Are You Smarter Than a Fifth Grader?

By now you should know that I am a personal finance advocate and love educating and talking on all things personal finance. So, when I got a call from my old diving coach, who is also a fifth grade teacher in my hometown, on giving a personal finance lesson to her summer school student’s I [...]

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