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Experts Share Tips for Simplifying Your Finances

1/3/2026

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Story summary
  • Jay Abolofia, a financial expert, recommends creating a 'money date' to regularly assess spending and savings goals.
  • Lyman H. Jackson, a financial expert, advises simplifying financial accounts to better track expenses.
  • Edward Jastrem, a financial expert, emphasizes eliminating unnecessary accounts to reduce complexity.
  • Kimberly Zimmerman Rand, a financial expert, recommends aligning spending with personal values.
  • Sandra Gilpatrick, a financial expert, stresses addressing financial foundations to avoid future issues.