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Balanced Books
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Money is a Terrible Master but an Excellent Servant
In the world of personal finance, there's a timeless adage that holds profound wisdom: "Money is a terrible master but an excellent...

Paula Winemiller
Jan 212 min read


The Goal Isn't More Money The Goal is Living Life on Your Terms
In pursuing financial success, getting caught up in the idea that more money equals a better life is easy. However, true fulfillment...

Paula Winemiller
Jan 212 min read


It's Not Your Salary That Makes You Rich, It's Your Spending Habits
Many believe a high salary is the key to financial success when building wealth. However, the truth is that your spending habits play a...

Paula Winemiller
Jan 213 min read


Do Not Save What is Left After Spending, But Spend What is Left After Saving
One principle stands out in personal finances as a beacon of wisdom: "Do not save what is left after spending, but spend what is left...

Paula Winemiller
Jan 212 min read


An Investment in Knowledge Pays the Best Interest
In the ever-evolving landscape of our world, one thing remains constant: the value of knowledge. Benjamin Franklin famously said, "An...

Paula Winemiller
Jan 212 min read


Looking to Buy a House or Car Soon?
Purchasing a house or car is a significant financial decision that requires careful planning and consideration. Whether you're a...

Paula Winemiller
Jan 213 min read


Got a side hustle? Make sure you're keeping accurate earnings records for tax time.
Many people in today's gig economy turn to side hustles to supplement their income. Whether you're freelancing, driving for a ride-share...

Paula Winemiller
Jan 212 min read


Reviewing Your Investment Portfolio Annually Can Help Ensure It Alignes With Your Long-Term Financial Goals
As we navigate the complexities of financial planning, we must periodically review and adjust our investment portfolios. An annual review...

Paula Winemiller
Jan 212 min read


Running a Small Business? Remember to Keep Personal and Business Finances Separate for Smoother Management
Managing a small business comes with its own challenges, and one of the most important aspects is keeping your personal and business...

Paula Winemiller
Jan 212 min read


Quarterly Tax Payments Due Soon!
Staying on top of your financial responsibilities, including your quarterly tax payments, is essential as the new year begins. For many...

Paula Winemiller
Jan 212 min read


Is Your Emergency Fund Fully Stocked?
Life is full of unexpected twists and turns, and having a well-stocked emergency fund can provide a financial safety net when you need it...

Paula Winemiller
Jan 212 min read


Don't Forget To Adjust Your Budget
As we navigate the year, we must periodically review and adjust our budget to ensure we're on track with our financial goals. Whether...

Paula Winemiller
Jan 212 min read


Annual Insurance Review Coming Up? Make Sure All Your Coverage is Up to Date to Protect What Matters Most
As the year progresses, it's crucial to review your insurance coverage. Whether it's health, home, auto, or life insurance, ensuring that...

Paula Winemiller
Jan 202 min read


Time to check in on your retirement savings plan.
As we journey through life, we must periodically review and adjust our retirement savings plan to ensure we're on track to achieve our...

Paula Winemiller
Jan 202 min read


Tax season is around the corner! Start gathering your documents now to avoid the last-minute rush
As the calendar flips to a new year, the inevitable tax season looms on the horizon. While it might not be the most exciting time of the...

Paula Winemiller
Jan 202 min read
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