If you’re visiting this site then you are most likely a grown person, probably with kids. Which also means that you have a working budget and emergency fund as well as a solid plan for paying for your retirement, their college, any remaining school loans of your own, and other debt… along with adequate life insurance, disability insurance, up-to-date beneficiary forms, a living will, power of attorney documents, and a last will and testament - right? No?! Did your blood pressure rise just reading that long and increasingly frightening sentence?
Spoiler: Don’t panic, today we’re offering up a prize worth $299 – a personalized 5 year financial plan put together via a one-on-one consultation with a LearnVest financial planner. So be sure to click through for your chance to win.
QUESTION OF THE DAY: Do you have your will, retirement plan, and the kids’ college savings all figured out?
I know just how you feel. There’s a whole section of the original Project Organize Your ENTIRE Life list devoted to this type of thing that I’ve been whole-heartedly avoiding until recently. Not even just avoiding, but running away shrieking from. Why? Because a lot of this stuff feels both vitally important but also really hard at the same time. It also sounds intimidatingly expensive.
Which is why, I was so very happy to find the LearnVest site. I’ve been working with them over the past few months and I already feel so much lighter when I think about planning for the future. After a little hard work, and some sage advice, we now have a solid plan to work towards with concrete goals and tangible steps to complete. And here’s the best part: the majority of the info. we needed was totally free.
LearnVest, the leading personal finance and lifestyle website for women, was created by Harvard business school student Alexa von Tobel with the goal of “building a Weight Watchers for personal finance”. Visit the sight and you’ll see, it has a ton of tools available. My absolute favorites are their financial boot camps and their Smart Budget Tool (think a more intuitive version of Mint.com).
Both services are completely free and actually go hand-in-hand. If you’re looking to get a budget and start working towards some financial goals but just aren’t sure where to start I would HIGHLY recommend the Take Control bootcamp which will help you get all set up. But they also have lots of other nicely tailored bootcamps like Cutting Costs and Baby on Board. Read More