Media & Blog

Helping people plan smarter for their future

Time to Get Out of Debt
If you are waking up at night wondering how in the world you will ever pay off debt and continue
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Fiduciary Education Better than Regulation
There’s been a lot of buzz in the media again lately about the DOL Fiduciary Rule. In large part, it
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Turn Off the Lights
Although there are many ways to curb household expenses, one of the areas that often gets the least consistent attention
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Step Down Spending
Whether you’ve lost a job or are considering intentionally reducing your spending in an effort to save more or prepare
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Save on THIS in January
Every year, many experts publish articles and lists of items that go on sale big time throughout the year. We
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Which is better, a Traditional or Roth IRA?
Let’s start with the basics. IRA stands for Individual Retirement Account and just about anyone can open one. In order
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Achieving Goals in 2017 the SMART way
It just happened again, 2017 is here and just like last year it seems that time is passing by faster
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Top 3 Holiday Bonus Ideas
The end of the year is near and that means it’s holiday bonus time! If you’re fortunate enough to receive
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The Holiday Gift that Keeps on Giving
Ever notice your closets are packed full? Even if you move to a bigger house with more closet space, you’ll
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Last Year’s Money Diet Resolution
The year is almost over and it’s time to take stock of where you’ve been and what still needs to
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Childhood Lessons from Holiday Shopping
A long time ago while raising a 7 year old alone, I decided it was time for yet another money
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Let the Holidays Begin
As the new year approaches, it can bring up a lot of anxiety around impending holidays and all the “extras”
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We Treat Money like the Election… it’s Over
Ever realize how emotions can get the best of us? Results from the recent United States Presidential Election surprised the
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Holiday Cooking and Feasting
If you are like me, you are already thinking about the big dinners that are ahead for the holidays.  Thoughts
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College Roommate Food Fights
Whether you are heading to college this fall for the very first time or a returning student, there are always
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Going to College? File your FAFSA now!
If you are planning to enter college in the next year and you also want to learn what financial aid
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Yes, There Really is a National Financial Planning Month
Did you know October is national financial planning month? Probably not, but hopefully the title gave that away. Someone much
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Credit Report vs Credit Score
Credit report or credit score, which is more important? Most consumers don’t understand the difference between a credit report and a
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The Feel Good of Saving
How does it start – the “feel good” of saving money? It’s a tough question to answer. Maybe it happens
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Robo Technology to Upend Wealth Management Industry
A new survey released by Investopedia, the web’s premier source of trusted financial content, reveals that financial advisors in the
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