My life is built around systems… that’s just how I’m wired. For Dr. Budgets, I have systems for managing potential clients, new clients, and coaching clients. I also have financial systems around the money that flows in and out of the company. On the personal side, I have systems for tracking my time, loading the

An emergency fund (or cash reserve fund) is important to your financial security. I would say paying off high-interest debt and building up an emergency fund are the foundation of your financial stability. This rings even more true during these unprecedented times. But, when should you tap into your emergency fund? What constitutes a financial

Spring is here! Now is not only a good time for spring cleaning your home, but also for financial spring cleaning. Here are some things to consider when you do your financial spring cleaning: Review Budget (Spending Plan) We are about a third of the way through the year, so now is a good time

By Daniel Rodriguez | Dr. Budgets In this video we show you how to set up your Mint.com account.

When you hire a money coach at Dr. Budgets it is like hiring a personal trainer for your money. As a money coach, we show you how to organize your finances, track the progress toward your financial goals, and hold you accountable. The following tips on how to organize your finances are built into the

In March, we did a Q&A with one of the many professionals in our network – Robert Bennett with Kearny Mesa Tax. This month our theme is “Preparation and Organization,” so we are featuring a Trust, Estate and Probate Attorney who is going to share with us three estate planning tips among other things. Pablo

By Daniel Rodriguez | Dr. Budgets This month is all about taxes, so I decided to share a few tips from my car. For more tax tips check out our last two blogs: Have You Filed Your Taxes Yet? & 5 Ways Dr. Budgets Helps You With Your Taxes.

By Daniel Rodriguez | Dr. Budgets Our last blog post was an interview with a tax professional, and he had some great tips on preparing for taxes! Here are a five ways that Dr. Budgets helps you with your taxes: Financial Organization.  Working with a Dr. Budgets money coach helps you get your financial life

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