If a Budget Freaks You Out
Few words strike fear in the hearts of my clients like the question, “Do you have a budget?” The irony of this is that the stress induced by poorly managed spending literally keeps people up at night. So how can…
New Way to Save for Families and Their Kids with Disabilities
Let’s say you have two children, a daughter and a son. You can freely save money for your daughter’s future, but your son’s is constrained by harsh financial restrictions. While your daughter’s college savings account is free to steadily grow,…
Is My Advisor a Fiduciary?
Listen, there is an “F” word you really need to know. In fact, you might have heard this “F” word in the news before, and thought, That sounds like something only old people care about. I mean, seniors. (Sorry, Mema!)…
That Whole Money Thing!
Is preschool too young to start talking to your children about money? It depends. Most 3-year-olds should be ready to start learning simple vocabulary and basic economic lessons, like If you want to buy something, you have to pay for…
14 Tax Tips to Consider
Just when you start to recover from the holiday season, another wonderful season comes along! The difference is, no one loves tax season or doing their taxes. Well, except for me! Fortunately, there are a lot of deductible items out…
Year-End Financial Path
The holidays go by quickly for most people. This time of year can be a blur of gatherings, gift-buying, cooking, and general hustle and bustle. Then, soon after, December is a wrap. Where did the year go? Many of us…
What to Make of Holiday Spending
There’s a lot to appreciate in fall, like the return of school days and cooler weather. Families love the traditions of fall, many of us revel in football season, and fall can also be called the season of giving. Fall…
About Closing Costs
When you think of closing costs, you might get a glimpse of the light at the end of the home-buying process tunnel. You’re just one step away from being a homeowner! It’s an exciting time, but closing costs can be…
Guide to Good Credit
To some, a credit score might seem like an arbitrary number we’re given. But it’s really data representing your credit responsibility and future financial wellbeing. Credit scores determine what steps you can take in life to own the things you…
Is It Mortgage Time?
For many people, making the decision to buy a home is exciting and means starting a new chapter in life. But preparing to take on a mortgage requires thought, preparation, and the right people around you to help the process…
