Money Management Center

 

Welcome to the hub of simple money management!

 

Want to build yourselt a rock-solid foundation so you can have the freedom to do more of the things you want in life?

This is the best first step to simplify your money.

Below you’ll get all the best info on creating a spending plan you actually want to stick to, how to keep your money organized, and what you should do with those pesky student loans.

And if you really want to go all-in, you can binge all money management articles here.

 

Budgeting and a spending plan

 

Have you tried budgeting, but after a few months you don’t find yourself sticking to it? Or maybe you’re just overwhelmed with the process? Let’s talk about setting up a spending plan that helps you intentionally spend money and save money in line with your goals. Yes, it’s like a budget , but better. Get started here. 

Then, do these 4 steps to implement your budget for people who hate budgeting.

 

Start Simple Money Guide

Here at The Worth Project, we believe money should be simple. I’m excited to share with you a different, simple approach to money. Start Simple helped Jordan and me stop yo-yo-ing with our money. Download your free Start Simple money guide here.

 

Stay on budget with these helpful articles:

 

20 Fun, Cheap Date Ideas

How to Meal Prep on a Budget: We Save 30% on Food

The Ultimate Guide to Fun Money in Your Budget

Why Saving 20% Isn’t a Good Rule of Thumb (use this calculator instead)

 

Get your money organized

 

Just like houses, as we get older our money life can get bigger and a lot messier. Retirement accounts, investment accounts, bank accounts, multiple credit cards…I could go on. If you crave organization — but you haven’t quite gotten there yet — download our free, 5 step guide to Managing Personal Finances PDF

 

Other organize your money-life articles you won’t want to miss:

 

How to Automate Your Finances

How We Manage Our Money in 15 Minutes a Month

How Many Bank Accounts Should I Have?

Simple Tools to Manage Multiple Bank Accounts

Personal Capital Tutorial and Review: My Favorite Tool for Organizing Our Money

 

Student loan center

 

Have loans and you’re not quite sure what’s the best way to tackle them? Is student loan refinancing right for you? Or should you refinance again? Everything you need to know broken down to help you make the best decision for you. Read more. 

 

Other student loan articles you won’t want to miss:

 

7 Considerations for Going Back to Grad School?

Is It Smart to Refinance Student Loans? 4 Questions to Ask Before Refinancing

How Long It Took to Pay Off My MBA Debt: 4 Steps to Pay-Off

6 Lessons from Paying Off Six-Figures of Student Loan Debt

Our favorite money management resources

The money resources we use and love

Personal Capital

Personal Capital’s free tools were created for the person who wants to GSD. They offer free financial planning and investment tools, including a top-notch retirement calculator and college savings calculator. But a great feature is they aggregate all of your accounts (bank accounts, debt, investments, retirement), so you can log into one spot and see your full financial picture. This was a game changer for my financial organization and confidence.

SoFi

One of the best things that helped me climb out of six figures of student loan debt was refinancing. When I refinanced, SoFi was new on the scene and I didn’t know what to expect. My experience with them was fantastic. From responsive customer service to other perks (like career counseling), SoFi has you covered. And, once you are a member you are eligible for discounted rates for your other lending needs.

Want even more money management articles?

Browse all money management articles here and get our latest and greatest below

Paying-Off Student Loans in Full: 6 Lessons in Why

Paying-Off Student Loans in Full: 6 Lessons in Why

Should you pay off your student loans in full is a common debate. Paying off student loans can mean not saving or investing as much. What I learned from paying off my student loans in full was how to find balance, especially when a marriage is financially out of...

How Long It Took To Pay Off My MBA Debt

How Long It Took To Pay Off My MBA Debt

Erica and Jordan at the The Worth Project have the goal of sharing their personal finance experience to help readers improve their financial lives. We regularly partner with companies that share that same vision. Some of the links in this post may be from our...

Considering Going Back to Grad School at 30?

Considering Going Back to Grad School at 30?

Considering going back to grad school at 30? I was in that boat. Back in 2009, I was pretty unhappy in my career and wanted to make a change. After going through the process below, going back to grad school was the decision I made.  Fast forward to now having an MBA...

The Ultimate Guide to Fun Money in Your Budget

The Ultimate Guide to Fun Money in Your Budget

Erica and Jordan at the The Worth Project have the goal of sharing their personal finance experience to help readers improve their financial lives. We regularly partner with companies that share that same vision. Some of the links in this post may be from our...

How to Budget Without a Budget

How to Budget Without a Budget

hate budgeting. As a CPA I shouldn’t say I hate budgets. But I do. So I use this system to budget without having a budget. I kinda love it.

20 Fun Cheap Date Ideas You Can’t Miss

20 Fun Cheap Date Ideas You Can’t Miss

Jordan and I met our senior year of college. Like most college students, we were completely broke. Our first date was to a movie that was showing on campus. Total cost? Approximately $15. His fun, cheap date ideas stole my heart.  After moving to San Francisco our...

Simple Tools to Manage Multiple Bank Accounts

Simple Tools to Manage Multiple Bank Accounts

Erica and Jordan at the The Worth Project have the goal of sharing their personal finance experience to help readers improve their financial lives. We regularly partner with companies that share that same vision. Some of the links in this post may be from our...

How Many Bank Accounts Should I Have?

How Many Bank Accounts Should I Have?

Erica and Jordan at the The Worth Project have the goal of sharing their personal finance experience to help readers improve their financial lives. We regularly partner with companies that share that same vision. Some of the links in this post may be from our...

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