SAVE ON SPRING CLEANING

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

REWIRE THE BRAIN IN A BEAR MARKET

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.

MY EXTRA CASH AND WHERE IT SHOULD GO

Let's review some options to get the most out of your hard-earned money.

INVESTING AND OUR HABITS

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

HOW OUR HABITS CAN IMPACT OUR FINANCES

Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR

Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.

DON’T LET YOUR HEATING BILL SURPRISE YOU

Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

In this article, we will share some suggestions on how to increase your income.

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

HOW FIDUCIARY ADVISORS WORK FOR YOU

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.