Posts filed under: Personal Finance

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...
I don’t know of too many financial membership groups out there that are both reputable and helpful for any financial experience level. Most of the groups I’ve seen are made...
So, you’re newly single? First of all, congratulations! Even though you may not feel great right now (you may even feel terrible), you’re over the worst part. Once you’ve decided...
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 April is here, it’s...
Do you have an emergency fund? If you’re on a tight budget and haven’t started building an emergency fund, now  is the time. You’ll sleep easier knowing you’re prepared with...
As the air turns crisp and the scent of pumpkin spice is wafting from your favorite coffee shop, chances are budgeting and planning aren’t on your mind. You’re probably focused...
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