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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

Timing Your Retirement

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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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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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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