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3 Ways to Make Budgeting More Enjoyable - Allan Oulate

3 Ways to Make Budgeting More Enjoyable

It's rare to see fun and finances in the same sentence, but budgeting doesn't have to be an exercise in misery. Nothing can take all of the work and planning out of the budgeting process, but it's relatively easy to turn it into a game. Turning budgeting into a pleasant task instead of a tedious chore makes it much easier to ...

Allan Oulate - Top Financial Planning Tools of the Month

Top Financial Planning Tools of the Month (October)

Last month, we discussed a few tools that anyone attempting to take control of their financial future. In addition to the tools we shared in a previous post (federal student aid calculator, lifetime income calculator, and 401k savings calculator), here are a few more tools you can benefit from: Credit Card Repayment ...

How Does Your Personality Type Affect Your Financial Management? - Allan Oulate

How Does Your Personality Type Affect Your Financial Management?

When you’re managing your finances, you’re likely to come across some bumps in the road. Part of the reason people struggle with money related tasks is because they don’t understand their specific personality type and how it interacts with their financial decisions. If you want to shift your habits, the best way to gain ...

Allan Oulate - Top Financial Planning Tools of the Month

Top Financial Planning Tools of the Month

Let’s face, saving money is not as easy as we would like to believe it is. It takes much time energy and effort. Luckily, there are many tools to assist us with financial planning. Many of which you can help you understand and assert control over your own finances. Here are some great tools that can help you with your ...

Allan Oulate - The Importance of Financial Planning in Your Adult Years- 40’s - 60’s

The Importance of Financial Planning in Your Adult Years: 40’s – 60’s

We recently went over the some information on the importance of financial planning in your 20’s and 30’s. Today we’re going to move forward and discuss how the importance of and how to continue financial planning from your 40’s and on. Planning in your 40s This is the time in your life where building up for a ...

Allan Oulate- The Importance of Financial Planning

The Importance of Financial Planning in Your Adult Years: 20’s & 30’s

Many of us believe that we should only look into financial planning when we’re thinking about making a large purchase or simply want to readjust the manner in which we budget. Nonetheless, a truly rewarding financial plan has the ability to follow us through every stage of our lives and  influences much more than our ...

Allan Oulate- Financial Management

Financial Management vs Financial Planning

Both financial managers and financial planners are skilled in professionals that assess income and fundamental expenditures, instruct on applicable taxes/laws, and also contribute a reasonable plan that can assists clients achieve their desired goals. Although the foundation of the occupations are essentially the same, the ...