MONEY THOUGHT:

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

THE AUTHOR

Meet Sarah Paulson, your
CERTIFIED FINANCIAL PLANNER

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.

All written content on this site is for information purposes only.
Opinions expressed herein are solely those of Valkyrie Financial, unless otherwise specifically cited.

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