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Building Money Skills

The Joyous Practice of Personal Money Management

Are you living paycheck to paycheck and feeling powerless over your finances? From reconciling your checkbook to paying off debt to tips for spending, this series will help you to better manage your money and will give you the confidence you need to begin to build your stable financial future.

Session 1: Tracking Cash & Checking Accounts

  • track your cash expenses easily
  • managing and balancing your checking account(s) more easily

    Session 2: Tracking All Income & Expenses

  • charting all your expenses - the big picture
  • separating needs from wants - choices
  • conscious consumption for your life energy

    Session 3: Spending

  • managing your credit cards and debit cards
  • wise use of credit & managing the cost of credit
  • tips for spending intentionally and successfully

    Session 4: Taxes

  • strategies for lowering taxable income
  • tax law changes that affect your choices
  • preparing for tax time efficiently

    Session 5: Saving

  • tips for saving - how much is enough?
  • how much to save and what to save for
  • pre-tax savings arrangements for retirement

    Session 6: Planning Our Strategies

  • looking at our 6-week income & expense records
  • strategies to get debt-free
  • future planning based on our individual situations
  • available resources - lifelines to money sanity

    The Balancing Act has developed a comprehensive 72-hour curriculum on Personal Money Management. Aspects of this curriculum are already being used effectively in Maine and Massachusetts settings for Welfare to work training and in Adult Education programs. Locally, segments of the curriculum covering "Tracking The Flow of Money" and "Developing and Using a Spending Plan" are being offered as a one-day intensive FINANCIAL SURVIVAL SKILLS course. See the CALENDAR listings.

    As always, we are happy to tailor a money management course to meet the needs of your associates, to fit into your training schedule and to accommodate your training budget. Contact us through the Mailing List and Lu Bauer will work with you to develop the right program.

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    THE BALANCING ACT
    Lu Bauer, CPA
    PO Box 96
    Brunswick, ME 04011
    Phone: 207.729.0531
    Email: lu@lubauer.com
     
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