Media & Blog

Helping people plan smarter for their future

The True Cost of Taking a Break
Every one of us looks forward to taking a break from our routines sooner or later. Whether it’s to visit
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Top 3 Things for Your Tax Refund
It won’t be long until nearly everyone in America will participate in the annual activity of filing their taxes to
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Teaching Your Kids About Money
I recall from my life as a young teen that, after spending most of my years fully ignorant of the
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DIY Family Style
At a time when just about everyone in the household who can work goes to their job every day, maybe
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Real Cost of Home Improvements
Buying a home is a big decision and an even bigger investment. For many, purchasing a home will be their
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Protecting Parents from Financial Abuse
News about financial elder abuse becoming more common nowadays. Whether it’s via phone, mail, internet, or even through direct interaction,
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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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