Planning matters

10 Tips for Managing Your Holiday Spending

As we gear up for another holiday season, you may be looking for some tips on how to keep your spending in line with your goals and stay focused on how you are spending your money. Here are 10 tips to help keep your holiday spending on the right track: Create and manage a budget…

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Don’t Let Sneaky Expenses Haunt Your Financial Goals

As we edge toward a new year, you may be thinking of budgeting for the holidays and taking inventory of your expenses to see where you can trim costs for the coming year. A great place to start is by reviewing your fixed expenses that come in the way of monthly subscriptions and services. In…

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Spring (Financial) Cleaning is in the Air!

Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review your financial documents. But what documents to keep, how long to keep them and how to best store them and keep organized? Here are some tips…

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Spending Awareness

As we’ve spoken about previously in What’s the Magic Number?, in many ways your spending is key to meeting financial goals or even being able to retire. Does that mean everyone needs a strict budget? Not necessarily. However, I would argue that everyone needs spending awareness. Before my husband and I purchased a house, I…

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How is Your Financial Health?

It’s easy to maintain our physical well-being with diet and exercise but when is the last time you checked on your financial health? There are several aspects to financial health—many which Johnson Bixby can assist with diagnosing and treating. However, there are few things you can do on your own. Let’s take a look: Set…

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