First Quarter Check-in

It’s the end of the month. And the end of the first quarter. Although I’m a strong believer that all time is made-up (ergo: why I’m late for everything), we can use this calendar mark. Take this time to review your income versus your expenses so far this year. Here’s your first quarter check-in. How are you doing?

Personally, I let spending get away from me these past couple months. It happens! But I know it happened and now I get to adjust my credit card habits (Swiper! No swiping! {more like “Less swiping!” But whatever}).

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Wisconsin CERTIFIED FINANCIAL PLANNER™ professional and educator Sarah Paulson


Meet Sarah Paulson, your

Although I’m a born-and-raised Wisconsinite – living in Appleton, Wisconsin –

I consider myself more of a world citizen.

True story: once when going through international customs in Amsterdam, the officers asked why they couldn’t find a Dutch residency permit in my American passport.

I bring a big world picture to my money management advice so you can view the wider world, too.

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Opinions expressed herein are solely those of Valkyrie Financial, unless otherwise specifically cited.

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