Articles
Purposeful.Finance
> Purpose
> Budgeting
> Income
> Investing
> Managing Debt
> Managing Risk
> Taxes
Editorial Guidelines
Crowd Investing
Take The Challenge
Non-Profit Initiatives
Low-Cost Financial Coaching
Financial Literacy Seminars
Education & Advocacy
Annuity Analysis & Review
2020 Annual Report
Donate

purposeful.finance

Articles
Purposeful.Finance
> Purpose
> Budgeting
> Income
> Investing
> Managing Debt
> Managing Risk
> Taxes
Editorial Guidelines
Crowd Investing
Take The Challenge
Non-Profit Initiatives
Low-Cost Financial Coaching
Financial Literacy Seminars
Education & Advocacy
Annuity Analysis & Review
2020 Annual Report
Donate
May 31, 2018
Budgeting
Joshua Escalante Troesh, CFP
Build a Budget in 15 Minutes

The importance of budgeting is undeniable, but many don’t do it because it is time consuming and difficult. Learn how to build a basic budget in 15 minutes which meets both your financial needs and goals.

Build a Budget in 15 Minutes
March 23, 2017
Budgeting
Joshua Escalante Troesh, CFP
Your Budget Shouldn’t Control Your Spending

The debate about whether a budget is a necessity or a waste of time often centers on a fundamentally flawed definition of budgeting. The exercise of budgeting shouldn’t be designed to limit you, but to give you the freedom to spend money in the manner you wish to spend it.

Your Budget Shouldn’t Control Your Spending
February 1, 2017
Budgeting
Joshua Escalante Troesh, CFP
How to Automate Your Finances

There is a lot of talk in the financial media about the benefits of automating your finances. But what exactly does that mean? And how do you go about doing it? Here’s one simple method of automating your finances which ties your budget in with your pay.

How to Automate Your Finances
January 25, 2017
Budgeting
Joshua Escalante Troesh, CFP
The 15-Minute Basic Budget

The importance of budgeting is undeniable, but many don’t do it because it is time consuming and difficult. Learn how to build a basic budget in 15 minutes which meets both your financial needs and goals.

The 15-Minute Basic Budget
July 23, 2016
Budgeting
Joshua Escalante Troesh, CFP
The Hidden Risks of Bill Payment Automation

You hear a lot about automating your bills and putting your finances on auto pilot. But not doing it correctly can cause significant problems in your finances and your life. Here's how to automate with care and protect yourself.

The Hidden Risks of Bill Payment Automation
Joshua Escalante Troesh, CFP
May 10, 2016
Taxes

7 Ways to Make your Tax Refund Continue to Pay.

Joshua Escalante Troesh, CFP
May 10, 2016
Taxes
7 Ways to Make your Tax Refund Continue to Pay.

 Here are a few smart ideas to use your tax refund for that will amplify the boost to your cash flow.

Tagged: Tax Refund, Investing, Insurance, Credit Cards, Emergency Fund, Retirement, College Savings, Risk Tolerance, Lifestyle

Newer Posts
Guide to opportunities to lower your taxes

SOME STRATEGIES EXPIRE WHEN THE 2017 TAX CUTS & JOBS ACT SUNSETS

Inside this guide from Purposeful Strategic Partners, you’ll discover:

  • The costly “domino effect” caused by changes to tax laws (and what to do)

  • Specific tax savings to tap BEFORE income tax rates jump

  • The tax bundling strategy used by high income earners

Get The Guide

A Proven Step-By-Step Personal Finance Program from Purposeful Finance

A Proven Step-By-Step Personal Finance Program from Purposeful Finance

Learn more

Have a Question?

If you have a specific question on the article or anything else financial, please feel free to ask. We will do our best to answer you!

Get Your Personal Finance Question Answered
Name *
Please provide any background information or clarifications to help answer the question.

Thank you! We will attempt to answer your questions shortly, but we do get a large volume of questions. It may take up to a month for a response to your question.

Purposeful Finance may also write an article related to your question. Your personal information will never be revealed.


get new Articles:

Weekly Email

Subscribe to receive new articles and a specific action to take each week to improve your financial situation. 

We respect your privacy and do not sell your information to third parties.

Thank you for subscribing!

You have been sent a confirmation e-mail from info@purposefulfinance.org. Please open the e-mail and click on the link to confirm your subscription. If you don't see your e-mail, please check your spam or promotions folders, and move the confirmation e-mail to your main inbox.

To ensure you receive your weekly Action Item and New Articles, please add info@purposefulfinance.org to your contacts or white-list in your e-mail program.

You will receive your first action itemand articles next Tuesday at 10 A.M. PST. 


Launch Your FInancial SUccess

Take control of your finances with a proven step-by-step program and on-demand resources. Learn More

  • Create a Budget

  • Manage Debt

  • Build Savings

  • Align finances to your values

  • & More

Created by a Tenured Professor & CFP and offered by Purposeful Finance, a 501(c)3 charity

Learn more

Purposeful.Finance RSS

RECENT ARTICLES:

Featured
Taxes
IRS 2023 Tax Tables, Deductions, & Exemptions
Taxes
Taxes
Investing, Managing Risk
How Today's and Future Inflation Impacts Your Retirement
Investing, Managing Risk
Investing, Managing Risk
Budgeting
Why Today's Inflation Isn't the Hyperinflation of the 70s
Budgeting
Budgeting

Contact Form

Thank you!

Subscribe to get weekly action steps and the most recent articles to help you get closer to your goals. 

We respect your privacy and do not sell your information to third parties.

Thank you for subscribing!

You’ll receive your first Purposeful Finance Challenge and articles next Tuesday morning.

To ensure you receive your weekly Action Item and Articles, please add info@purposefulfinance.org to your contacts or white-list in your e-mail program.

Back to Top
Home
About
Why Purpose
Our Purpose
Our Story
Founder Bio
Privacy Policy
Financial Planning
Financial Coaching
Purposeful Finance, 5428 Vinmar Ave, Rancho Cucamonga, CA, 91701, United States

Purposeful Finance is an approved 501(c)3 non-profit organization Tax ID: 82-4392585. The content provided is meant for educational purposes only and is not meant to provide individual advice. The information provided here is not to be construed as investment, legal, tax, financial, nor insurance advice. Your personal situation is unique and the information provided on the website cannot and should not be directly applied to your individual financial needs. Before making any financial decisions you should seek the help of a qualified financial adviser to discuss the tax, legal, risk, and investment implications.  All articles and content copyright 2019 Joshua Escalante Troesh and licensed free-of-charge to Purposeful Finance.

*Investment advising and complex financial planning provided through Purposeful Strategic Partners, a registered investment advisory firm. Ranked #1 advisor on Investopedia Advisor Insights November 2018 to July 2019 when Investopedia discontinued Advisor Insights. Investopedia Advisor Insights ranking based upon the helpfulness of answers to questions posted on the Investopedia website as voted by Investopedia’s audience. Ranking does not consider investment returns, client satisfaction, or other factors. Registration as an investment advisor refers to legal licensing of the advisor and does not imply a certain level of skill or training.