Posts filed under: Personal Finance

I frequently get asked about credit cards. Are they dangerous? Are they useful for budgeting? If so, what’s the way to go about budgeting with a credit card? When it...
I know it’s not always popular to say financial planning for women looks different than financial planning for men…but it’s 100% true. As a woman who’s worked in the financial...
I know you’ve got a lot on your plate! Like most of us, after a long week at work, the last thing on your mind is personal finance. I TOTALLY get it....
I totally geek out when it comes to preparing a budget and seeing the numbers come together. I’m even happier when I’m living on a budget and the numbers actually...
When you think of your savings account, does it conjure up a mixed bag of emotions? Usually, discussions about how to boost your savings strategies go one of two ways:...
I’ve had many discussions with clients about estate planning, living wills, and DNR documents. But the vital importance of estate planning only truly hits home when you’re the one who’s...
So you’ve decided it’s time to get financially organized. Maybe it’s the start of a new year, a new quarter, your birthday…or a random Tuesday. One thing is for sure—you’re...
Wondering how you can FINALLY get a handle on your finances? Learning how to create a snapshot of your budget will really help! Think of a budget snapshot as a...
Would you like to monopolize your finances, achieve your goals, and finally get a handle on your budget once and for all? It’s all about the breakdown! There’s no time...
Yes, it’s true what they say: the only guarantees in life are death and taxes. Of course, we’d all like to ignore both truths, but since we’re at year-end, taxes...
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