Ask where to start, how to switch it up as life changes, and how to live the life you want.
I love being able to see our families entire financial life in one place. Instead of having to login to:
While I don’t keep a strict budget every month I do put everything on my credit card for the rewards points (thank you Southwest) and try and keep this balance between $1,500 and $2,000 every month. I use the budgeting feature for common categories of my spending such as restaurants, fast food, gas, TV, etc. This allows me simply to notice is I spent a lot of a little in each category for the month. For example, I would like to spend about $200 a month on restaurants so when I see that I have only spend $100 with a week left in the month I know that it is ok to go out to a nice restaurant. Conversely if I see that I have already spent $250 that I should probably wait until next month.
This is my new online file cabinet. I was able to quickly take a picture on my phone of my life insurance policy and upload it to the vault in less than a minute. Now instead of the policy sitting in a drawer somewhere if I ever need the information I will have it right in front of me.
I would recommend adding the Financial Life Organizer to your cell phone, by following these instructions, since I find myself using it on there most of the time.
61 John Muir Dr Suite 100 Amherst, NY 14228
Phone: 716.837.3335 Fax: 716.837.3099
Email: switter@lincolninvestment.com
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