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Unify My Plan

Everything is connected #UNIFIMYPLAN

It’s time for a new approach to financial planning, one that looks at all areas of life as well as your money. Goals are important but improving your life right now should be as much of a priority.

#unifimylife is more than just a hashtag, it’s a change that means to bring together your current spending, big ticket purchases, investing, insurance, and planning of course, but the other aspects of your life that no one taught you. With most people the problem isn’t that they don’t want to plan and do as well with their money as they could. It’s that they don’t know what they don’t know.

This site is here to educate you on the basics and help guide you to making informed and effective decision with your money. We can’t help with a bad haircut, but we can discuss a $6 a day latte habit.  Which by the way could be enough to send a newborn to get a 4-year degree from a public college, if managed correctly. Small changes can make huge impact in life, we’re here to help.

Check back often, we’ll be adding stories and presentations for all aspects of your financial life to bring it all together. Look at www.unifimylife.com for ways to get life tips and save on a huge number of things you spend big money on every year. Why shouldn’t helping you save your money not be part of financial planning? If you spend less, it’s like making more on your investments. If you’re just starting out, it’s money you can use to fund long term goals.

Financial Education

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.
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Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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