Are your spending habits really aligned with what you value most? Cash-flow planning isn't just about knowing where money comes from. It's also about understanding where it goes — and making intentional spending decisions based on your goals. Your discretionary spending tells a story. Review our simple 4-step framework for reviewing your cash flow, setting realistic goals, and staying on track so you can become your own cash-flow pro!

Feeling the effects of tariffs in your cash-flow plan? Learn how to use your current budget to roll with these punches or how to reset your cash-flow plan to give you the flexibility you need in this ever-changing landscape.

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.