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By Daniel Rodriguez | Dr. Budgets Did you know that Dr. Budgets can introduce you to many types of financial professionals? This list of professionals includes some of the best tax preparers in San Diego! With April 15th right around the corner, many people probably have taxes on the brain, so we decided to do a Q&A session with a tax professional. Professional Details Name: Robert Bennett, CPA, EA Occupation: Tax Preparer Company: Kearny Mesa Read More

By Daniel Rodriguez | Dr. Budgets This month is all about health and wealth, and this theme ties in perfectly with my personal goals and rewards. It is important to reward yourself when you hit certain milestones to keep yourself motivated. For more information check out our last two blogs: Pack Your Lunch to Save Money, Time and Calories! & Can Packed Lunches be ROMANTIC? Read More

By Jeannie Rodriguez | Dr. Budgets Last week, Daniel wrote a blog on how packed lunches can be good for your health and your wealth, and in the spirit of St. Valentine’s Day, I’d like to add that packing lunches for your loved ones can be a very loving gesture… you might even say it’s romantic! Consider all the benefits of having a regularly packed lunch for your loved one: Health: it’s likely that what Read More

This month our focus is on what you can do that is not only good for your wealth but also good for your health. In our last post on this topic, we explained how drinking water (instead of ordering a drink) was good for your wallet and your waistline (Drink Water for Your Health and Your Wealth). In this post, I’ll share with you my top reasons why packing your lunch is also good for Read More

By Daniel Rodriguez | Dr. Budgets Since this month is all about financial goals, here is one way I track my financial goals! It is important to visually track the progress you are making toward your goals, and that is one thing that I do with my clients. For more info on financial goals check out our previous blogs: How to Set Strong Financial Goals & Why You Need Strong Financial Goals. Read More

By Daniel Rodriguez | Dr. Budgets Last post I wrote about How to Set Strong Financial Goals, and today I will explain the reason why this is important. After all, the WHY behind financial goals is a big part of the HOW. If you haven’t yet set strong financial goals, I hope this gets you motivated! Having strong financial goals is the most important thing you can do to set yourself up to accomplish your goals. Read More

By Daniel Rodriguez | Dr. Budgets Happy New Year! For many, the new year represents a fresh start and a time to create goals or resolutions for the year. If you have financial goals for the year in mind, then I hope this post gives you tips on strengthening your financial goals so that you are motivated to accomplish them. I love talking with my clients about their financial goals! It’s important to identify what Read More

By Daniel Rodriguez | Dr. Budgets Happy December!  I hope you had a great Thanksgiving Weekend!  If you are like most Americans, you probably did some shopping over the weekend, and you probably did some online shopping yesterday.  But December doesn’t need to mean holiday debt!  This month I want to share a few tips that can help you stay out of holiday debt. 1) Create a holiday gift budget (and stick to it).   First Read More