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Friday, January 24, 2020

When it comes to implementing a budget – or what I now affectionately call creating a Spending Plan – you don’t have to go further than the internet to find examples that detail what works and what doesn’t. Here...

Tuesday, January 21, 2020

There is one six-letter word that strikes fear in the hearts of many and has caused countless arguments within couples: Budget. I’m in the financial industry and I still sometimes dread completing this task in my own household....

Friday, November 22, 2019

I realize the holiday season can be overwhelming; there are gifts to buy and family logistics to arrange. And I know the last thing you want to do is add something to your to-do list. But you’ll thank me for this later. Tax...

Wednesday, November 13, 2019

When our parents’ generation was in the workforce, financial planning wasn’t the necessity it is today. In fact, the International Board of Standards and Practices for Certified Financial Planners, Inc. wasn’t even...

Wednesday, November 13, 2019

You’ve probably heard lots of statistics about long-term care insurance – enough to make you want to tune out the next person who asks you, “Have you thought about…?” I get it. The information is...

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Thursday, September 5, 2019

When it comes to women taking more control over their financial education, it’s really not a question of whether or not it should be done…it has to be done.

Thursday, September 5, 2019

Disability insurance is one of those things we just don’t want to talk about, isn’t it? It’s like trying to determine who should take your kids should something happen to you or if you have enough life insurance to...