Articles for Your Journey

Budgeting Allison Sanka Budgeting Allison Sanka

How to Create a Budget: A Step-by-Step Guide to Effective Financial Planning

Learn how to create a budget and take control of your finances with this comprehensive guide. Understand the importance of budgeting and discover the 50-30-20 budgeting rule to allocate your income effectively. Follow simple steps to set budget goals, determine your net income, list and categorize expenses, allocate your income, track expenses, and make adjustments as needed. Achieve financial stability and reach your goals with a well-planned budget. Schedule a free consultation with Journey Financial Wellness for expert assistance.

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Budgeting, Saving & Investing Allison Sanka Budgeting, Saving & Investing Allison Sanka

6 things Gen Xers can do right now to improve financial wellness

Discover six actionable strategies that Gen Xers can implement immediately to improve their financial situation. From building an emergency fund and updating their household budget to checking their credit report and exploring mortgage refinancing options, these steps will help Gen Xers take control of their finances and secure a stable future. Don't forget the importance of updating your Will to ensure your assets and loved ones are protected. Learn how to make meaningful financial changes and plan for the unexpected.

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Budgeting, Saving & Investing Allison Sanka Budgeting, Saving & Investing Allison Sanka

Maximize Your FSA Savings: Avoid Losing Your Hard-Earned Money

Discover smart strategies to prevent losing your Healthcare Spending FSA (Flexible Spending Account) funds. Learn about eligible expenses, including common household personal care and health items, and find out where to conveniently shop for FSA-eligible products. Stay organized by setting calendar reminders and take proactive steps to utilize every penny of your pre-tax FSA funds. Don't let your money go to waste - make the most of your FSA savings today!

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