Simplify Your Financial Life

104 Easy Tips for Creating the Abundant Future You Desire

Dawn G. Starks

• Publisher: River Grove Books
• Year: 2020
• ISBN:
  9781632992840
• Topic: Desarrollo personal
• Subtopic: Finanzas personales

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.

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

• Cover
• Title
• Copyright
• Dedication
• Contents
• Introduction
• Start with the Basics
• Establish a Better Mindset and Money Philosophy
• Get Organized
• Build Simple Systems
• Focus on Your Budget
• Watch Your Spending
• Get Out of Debt
• Simplify Your Saving and Investing
• Simplify Money for Your Kids
• Protect Your Family and Pay Your Taxes
• Rethink Retirement and College
• Bigger Moves
• Conclusion
• Life Gets in the Way
• Acknowledgments
• Appendix
• About the Author