Planning Your Personal Finances Planning Your Personal Finances

About Me

Planning Your Personal Finances

Hello, my name is Gwen Tully. Welcome to my website about planning your personal finances. When I started college, I quickly learned the damage that spending indiscriminately can do. As I repaired the damage, I gained so much knowledge on properly managing personal finances. The content on my site will help people learn how to balance their budgets and follow them to optimize their financial health. I will cover the proper use of bank accounts, credit cards and more. I invite you to stay as long as you need to gain a better understanding of how to plan your personal finances. Thanks for coming by.

Categories

Latest Posts

How a Certified Financial Planner Can Help You Meet Your Financial Goals
24 January 2024

You may have heard the term "financial planner" be …

The Importance of Retirement Planning Services for a Comfortable Future
13 December 2023

Retirement is a phase of life everyone looks forwa …

Estate Planning—Impactful Strategies For Families
27 June 2023

Estate planning involves figuring out who gets you …

Investing Demystified — Appreciation, Interest, And Dividends For The Beginner
14 December 2022

Are you hesitant to get into investing because you …

Retirement Planner: 3 Reasons Most People Don't Realize Their Retirement Goals
17 August 2022

Want to enjoy great retirement or golden days? It' …

How a Certified Financial Planner Can Help You Meet Your Financial Goals

24 January 2024
 Categories: , Blog

You may have heard the term "financial planner" before, but do you know the difference between a financial planner and a certified financial planner (CFP)? A CFP is a professional who has completed rigorous education, experience, and ethics requirements set forth by the Certified Financial Planner Board of Standards. They also have the ability to offer a wide range of financial planning services, including investment planning, retirement planning, and estate planning. Read More 

The Importance of Retirement Planning Services for a Comfortable Future

13 December 2023
 Categories: , Blog

Retirement is a phase of life everyone looks forward to. You can finally sit back, relax, and enjoy the fruits of your labor. However, chance favors only those who are prepared. In the absence of proper retirement planning, your golden years might not turn out to be as golden as you'd hoped. To avoid the pitfalls of improper retirement planning, it is essential to seek the guidance of professionals who offer retirement planning services. Read More 

Estate Planning—Impactful Strategies For Families

27 June 2023
 Categories: , Blog

Estate planning involves figuring out who gets your assets after you pass away. Working out these details is crucial for avoiding conflict and family disputes. Here are a few strategies you might look into as soon as you have the time.   Go Through Your Assets Assets are a critical talking point for estate planning. Everyone has them in some form or fashion, including houses, cars, jewelry, and stocks. The best thing you can do is sit down and identify them all if you can. Read More 

Investing Demystified — Appreciation, Interest, And Dividends For The Beginner

14 December 2022
 Categories: , Blog

Are you hesitant to get into investing because you feel like you don't understand enough? You're not alone by any means. But many Americans often overestimate what they need to know in order to get started with basic investing tools. For instance, you can design a well-balanced and successful portfolio just by knowing the basics about the three types of financial returns generally available. Here's what to know about them and how to use them to get started. Read More 

Retirement Planner: 3 Reasons Most People Don’t Realize Their Retirement Goals

17 August 2022
 Categories: , Blog

Want to enjoy great retirement or golden days? It's possible as long as you can streamline your finances and save more money. Unfortunately, most people just save for their short-term goals and save nothing for their retirement days. It's good to buy a car and pay off debts, but you should also have a long-term plan to make your retirement plan real. So you should prioritize retirement planning and do everything possible to plan it well. Read More