financial planning Archives - JMV Financial Services

Using the “All-Cash” Diet to Spend Smarter

Many people are all too familiar with the ease and convenience of spending with debit/credit cards. One swipe, no bills or coins, and a spending trip made quick and easy. What many people don’t consider is how quickly their spending can add up using this method – and without even noticing it. A simple and[...]

In the last part of this series, I talked about some simple ways to make money during a recession. I’ll continue the discussion in this post, giving you even more ideas to make money during an economic downturn. The key is to implement different tactics and diversify your efforts. Making money when things seem down[...]

by Jillian
Posted on August 9, 2022
in Budgeting

Back-to-school is just around the corner, and parents of college students are preparing their kids to be away from home. While you talk about the ins and outs of living on their own, ensure you’re preparing your child financially too. Now is perfect if they’ve never handled their own money or owned a checking account. [...]

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[...]

You’re married, congratulations! If you followed part 1 of this series, you prepared yourself financially for the marriage. You created a budget not only for the wedding but also for life after your special day. Now that you’ve exchanged vows and are living in wedded bliss, it’s time to take care of some important financial tasks.[...]

Wedding season is here! If you’re thinking about getting engaged or you’re getting married soon, now is the perfect time to talk to your soon-to-be spouse about your finances. Waiting until you’re married to go over the budget and how you’ll handle finances could be one of the largest mistakes you make. Money is one[...]

by Jillian
Posted on April 20, 2022
in Budgeting

We all have something we imagine for our future. Whether it be a downpayment for a home, paying off student debt, or simply wanting a cruise to the Bahama for some R&R, these can all be too expensive to pay out of pocket. Setting financial goals can help you do the impossible, but how do[...]

In part one, we went through the basics of what you needed to put in place before 2022. We covered everything from creating a budget, to having an emergency fund, managing your debts, and even optimizing your portfolio. But it’s one thing to plan, and it’s another thing to execute; you must have the right[...]

Perhaps you’ve evaluated your financial performance in 2021, and you haven’t progressed as much as you would have liked to. First off, evaluating your financial life enables you to figure out where you need to make amends, and it’s a good first step. To help you stay ahead in 2022, we’ve listed out some major[...]

With the holiday festivities just around the corner and only a few days left before we finally call 2021 a wrap, it’s so easy to get carried away and relegate matters of our finances for later. However, to remain on track as well as plan for the upcoming year, there’s no better time to get your[...]

financial planning

Using the “All-Cash” Diet to Spend Smarter

How to Make Money During a Recession – Part 2

Back to School: Student Checking Account Edition

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

Financial Planning after the Wedding

Budgeting Tips for Engaged or Newly Married Couples

How to Set Financial Goals

New Year’s Financial Resolution to Improve Your Finances in 2022- Part 2

New Year’s Financial Resolution to Improve Your Finances in 2022

What you need to contribute before the year runs out

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

Avoid the Top 10 Bookkeeping Mistakes

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