Organization Tips Archives - Dr. Budgets https://drbudgets.com/category/organization-tips/ Spend Wisely. Live Wealthy.™ Mon, 19 Oct 2020 15:39:50 +0000 en-US hourly 1 https://drbudgets.com/wp-content/uploads/2016/01/cropped-DR_Budgets_Logo_R_Final_xs4-32x32.png Organization Tips Archives - Dr. Budgets https://drbudgets.com/category/organization-tips/ 32 32 The Value of Having a Good Personal Financial System https://drbudgets.com/the-value-of-having-a-good-personal-financial-system/?utm_source=rss&utm_medium=rss&utm_campaign=the-value-of-having-a-good-personal-financial-system Mon, 19 Oct 2020 15:39:50 +0000 https://drbudgets.com/?p=1646 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 dishwasher, paying the bills, and automatically saving. Which brings me to the topic of this post… having a good personal […]

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]]> You Don’t Need an Emergency Fund for These Financial “Emergencies” https://drbudgets.com/you-dont-need-an-emergency-fund-for-these-financial-emergencies/?utm_source=rss&utm_medium=rss&utm_campaign=you-dont-need-an-emergency-fund-for-these-financial-emergencies Thu, 16 Jul 2020 12:00:43 +0000 https://drbudgets.com/?p=1626 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 emergency? I believe the list of actual financial emergencies is short. This would include unexpected life events such as losing […]

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]]> Financial Spring Cleaning Tips https://drbudgets.com/financial-spring-cleaning-tips/?utm_source=rss&utm_medium=rss&utm_campaign=financial-spring-cleaning-tips Mon, 16 Apr 2018 23:15:12 +0000 https://drbudgets.com/?p=1228 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 to check in with your spending thus far. How are you doing with your spending this year? Have you spent […]

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]]> Getting Started on Mint.com https://drbudgets.com/getting-started-on-mint/?utm_source=rss&utm_medium=rss&utm_campaign=getting-started-on-mint Thu, 30 Jul 2015 14:48:53 +0000 https://drbudgets.com/?p=599 By Daniel Rodriguez | Dr. Budgets In this video we show you how to set up your Mint.com account.

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]]> Money Coach Tips: How to Organize Your Finances https://drbudgets.com/how-to-organize-your-finances/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-organize-your-finances Thu, 09 Jul 2015 13:31:02 +0000 https://drbudgets.com/?p=594 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 experience when you hire a money coach at Dr. Budgets. If you’re struggling with any of them please click here […]

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]]> 3 Estate Planning Tips from an Expert https://drbudgets.com/estate-planning-tips/?utm_source=rss&utm_medium=rss&utm_campaign=estate-planning-tips Wed, 01 Jul 2015 00:03:24 +0000 https://drbudgets.com/?p=574 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 Palomino has been a Trust, Estate and Probate Attorney for over twelve years. In addition to being an exceptionally knowledgeable […]

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]]> Tax Tips From Dr. Budgets’ Car https://drbudgets.com/tax-tips-car/?utm_source=rss&utm_medium=rss&utm_campaign=tax-tips-car Thu, 26 Mar 2015 02:39:24 +0000 https://drbudgets.com/?p=479 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.

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]]> 5 Ways Dr. Budgets Helps You With Your Taxes https://drbudgets.com/dr-budgets-helps-taxes/?utm_source=rss&utm_medium=rss&utm_campaign=dr-budgets-helps-taxes Tue, 10 Mar 2015 16:02:17 +0000 https://drbudgets.com/?p=471 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 in order. Being organized financially makes tax time much more manageable. Business and Personal Budget.  Having a separate budget and […]

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]]> Have You Filed Your Taxes Yet? https://drbudgets.com/filed-taxes/?utm_source=rss&utm_medium=rss&utm_campaign=filed-taxes Mon, 02 Mar 2015 00:15:06 +0000 https://drbudgets.com/?p=443 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 […]

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