budgeting Archives - George B. Thompson

Review Your First Quarter … And Adjust

Now that we are in April, it is time to look back and review your first quarter of the year. Just like corporations are reporting how they did in the first quarter, you should do the same for your household finances. Use this process as an opportunity to see where you have done well and…

Financial Health | Relationships and Money

Budget Check Up: Tax Time Is the Right Time

ByGeorge B. Thompson

When should you do a budget check up? Around this time of year is especially good. Every year, millions of households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take…