top of page
Writer's pictureCQ

Top Ten Tips To Taking Control of Your Finances




Does even the thought of Dealing with your finances Stress you out? Did you know, Your attitude towards money can affect you positively or negatively? Luckily, even if the thought of your finances fills you with dread, you can take certain actions that will enable you to take back control.


  1. Don’t be afraid to handle your own bills. If you’re in the habit of having someone else handle your bills, begin doing them on your own and understand them. Take one day a month to sit down, go over your bills, and pay them.


  1. Consider getting a consolidation loan. If you have a lot of installment loans and credit cards, you may want to consider getting a consolidation loan or speak with a debt counselor. This type of loan combines all of your payments so you just make one per month and save money on interest fees.


  1. Ensure you’re saving money every month. A good rule of thumb to follow is to save 15% of your salary each month and put it into an account that earns interest. Once you’ve built an emergency fund that you’re comfortable with, start investing in assets that create more cash flow.


  1. Consider refinancing your mortgage. When interest rates are lower than the one you started your mortgage with, you may be able to save thousands of dollars on your mortgage by refinancing. This is particularly true if you intend to stay in your house for years. Do the math to see if refinancing would be advantageous for you.


  1. Plan for vacations ahead of time. Plan for experiences not just “things.” Your life will be more fulfilling when you spend some of your money on fun and life isn’t all about working. Create a FUN fund and a little bit every paycheck and you will see how fast it adds up.


  1. Make investments wisely. Investing in your future is good for you and your family. Seek professional help from a financial strategies if you’re unsure which investments would be right for you. They can help you reach your goals much faster if you pick the right one.


  1. Consider setting up special accounts for holidays and other special events. Do you always find that you’re short on funds during the holidays? Putting away a little bit each month can add up to a lot, when you save consistently.


  1. Car repairs may need a separate account too. Inspections and other repairs can cost a lot of money. Having a special account for these repairs can lessen the financial blow when you need to spend money on your car. This would be a part of your S.Y.A. account. (Save your assets)


  1. Understand interest rates and fees on your credit cards. Make your payments on time to avoid extra fees and a ding on your credit score, which costs you even more down the road. See if you can negotiate a lower interest rate with your credit card companies or switch to another credit card.


  1. Understand your taxes. If you can’t handle these yourself, hire a CPA to assist you so that you can use the tax code to your benefit! Learning how to do your taxes gives you a tremendous amount of confidence.


Rethinking your finances may take some patience on your part. These tips will help. Just try one strategy at a time. Once you get used to that strategy, add another. Repeat this routine until you’ve mastered all 10 tips. If you need further assistance, it could be beneficial to read my book, "The Less You Know The More They Make - You can flip that script" to guide you through the details.  


At CQ Financial Consulting Services we will show you new ways to use your money that few people know about and that big fishes (banks and Wall Street) don't want you to discover. Schedule a discovery call and let’s start working together!



28 views0 comments

コメント


bottom of page