Megan is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and the Director of Financial Planning at Motley Fool Wealth Management. She’s a tax guru and is here to teach us some basics of tax planning!
This 2019 Financial Plan worksheet will help you plan out your financial goals, procedures, and action steps for the entire year.
A lay off, contract gap or sabbatical all have you paying expenses with no income coming in. I’ve been faced with all of these situations and the main difference, assuming you have emergency funds set aside, is more psychological and what you do next.