financial health Archives - JMV Financial Services

Good Debt vs. Bad Debt: How to Manage Both

by Jillian Verdun
Posted on September 11, 2024
in Budgeting, Cash Management, Financial Health

Good Debt vs. Bad Debt: How to Manage Both They say all combined household debt in America currently adds up to 17 trillion dollars. While that’s not a number many may know how to write – it is likely that this is a number that you [and I] have contributed to. Unsurprisingly, Americans continue to[...]

It’s that time of year again! Tax time is over and we’re midway through the year. Now is a great time to check in on your financial planning and goals. Reassess where you stand and how close you are to reaching your goals. This is a great time to make changes or pat yourself on[...]

Financial independence is the goal of many people. The idea of being able to do what you love, living stress-free of money concerns, is appealing. Why is this goal elusive for so many? It is often because people ignore the basic principles that are the foundation to achieve financial independence. There are some common points[...]

Spring cleaning has always been the time to flip mattresses, clean windows, and get behind or under those appliances to see what’s been growing during the winter. This is also a great time to purge old or unwanted items from your home. Personal files and financial documents also deserve some attention. Here are a few[...]

by Jillian
Posted on December 19, 2019
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Many people tend to procrastinate when it comes to their personal tax returns. In fact, according to the IRS, over 50 million people left filing taxes to the very last weekend! This year’s deadline for filing personal tax returns has changeddue to COVID-19. You can file as early as February 2020, since many important tax[...]

by Jillian
Posted on November 21, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Every year the Department of Treasury, which is an umbrella for the IRS, is required by federal law to determine whether or not to make cost-of-living adjustments to retirement contribution limits. If the cost of living goes up, generally so do those limits. 2019 is the year of increase! If you’re 49 years of age[...]

architectural-design-architecture-banks-351264

by Jillian
Posted on October 24, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

In our virtual and paperless generation, it’s easy to keep tabs on your checking account balance without really taking the time to review each monthly transaction. You know about how much you’ve spent, so at first glance it all seems “about right.” What you may be missing, though, are some changes to your bank’s policies[...]

by Jillian
Posted on October 10, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Here’s the result of the honor of writing another guest blog for Brenda Violette, Founder of Violette Business Services: If it takes a village to raise a child, then couldn’t the same be said for running a business? Absolutely! Just like raising a child, each person in a company’s development, growth, and expansion has a[...]

by Jillian
Posted on September 26, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Virtual COO Brenda Violette, Founder of Violette Business Services, asked me to write a guest blog on Profit First… …and here it is! Are You Taking Profit First in Your Business? Profitable. Debt-free. Thriving. These are the words every business owner dreams of using to describe their company. Most small businesses will struggle for years,[...]

by Jillian
Posted on September 12, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Life is unpredictable. Your secure job gets outsourced. You fall in love. Your brand new car needs repairs. Your kid flushes his toy down the toilet. Things totally out of our control can happen at any given moment. While you may not ever be fully mentally prepared for life’s little surprises, you can be financially ready[...]

financial health

Good Debt vs. Bad Debt: How to Manage Both

It’s Mid-Year Financial Check-in Time!

Independence! What does it mean to be financially independent?

Spring Cleaning: The Financial Version

3 Ways to Start Preparing for The 2020 Tax Season

IRS Raises the Roof on Retirement Contribution Limits in 2019

3 Ways Banks Take Your Money that You May Not Know About

Guest Blog: Can Your Virtual COO also be Your CFO?

Guest Blog: Are You Taking Profit First in Your Business?

4 Things to Do Today to Minimize Life’s Financial Surprises

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

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