What 5 Common Spending Habits Are Stealing Money From You?
While building a solid emergency fund, buying a home, saving to retire early, or paying off debt, you may unknowingly be self sabotaging...
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Ed Ober
Apr 15, 20213 min read
9 Tips New Small Business Owners Should Do To Get The Most Profit
Knowing the state of your financial affairs back to front is one of the best ways to make sure the cash keeps flowing. Staying on top of...
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Edward Ober
Apr 8, 20211 min read
Don't Do These 2 Things When You Spring Clean Your Finances
Don’t Close Out Your Credit Cards Believe it or not it can NEGATIVELY affect your credit score. If you close a line of credit, then it...
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Edward Ober
Mar 30, 20213 min read
4 Last Minute Tips To Lower Your Tax Bill
You still have time to make tax-deductible contributions for 2020 and get back an extra refund if you already filed your income tax...
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Edward Ober
Mar 9, 20213 min read
10 Important Policy Changes With 2021 Tax Filings
Due to inflation and Covid-19 legislation, there are some key policy changes you'll need to know in order to maximize on your tax return.
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Ed Ober
Jan 12, 20212 min read
3 Easy Tips to Stay On Budget With Your Spouse
Congrats, you and your spouse completed one of the hardest parts of financial planning - establishing a realistic budget. Now it is time...
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Ed Ober
Jan 7, 20213 min read
6 Must Do Financial Tips For Young Families
Managing your finances can seem daunting when you are married, have a new family, and nurturing a career all at the same time. But with...
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Ed Ober
Dec 22, 20202 min read
4 Quick Financial Must Dos Before The End Of The Year
The end of the year is less than two weeks away. Now is the time to plan your year end activities so you can make the most of your...
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Ed Ober
Dec 17, 20202 min read
Can You Really Afford Owning A Pet?
Buying a puppy or kitten during the Christmas season is a common impulse holiday gift purchase and a lot of times, people don't really...
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Ed Ober
Dec 8, 20202 min read
4 Instances When You Should NOT Pay Off Your Student Loans Early
Sounds crazy, right? No one in their right mind would want to keep accruing interest on their student loan debt. Typically, I would...
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Ed Ober
Dec 8, 20201 min read
4 Frugal Tips for Christmas Shopping in December
With all the madness of 2020, setting a budget for holiday gift shopping may have slipped your mind. Next thing you realize it is...
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Edward Ober
Nov 22, 20203 min read
Designing Your Financial Goals
It is much harder to achieve your financial goals if you have no plan in place. Learn 3 keys steps now.
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Edward Ober
Nov 15, 20202 min read
I've Gone Over Budget, Now What?
So, you’ve gone over budget, something you worked hard to avoid. How do you respond to that? For starters, take a deep breath and relax!...
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Edward Ober
Nov 11, 20203 min read
Building an Emergency Fund
Yes, I know I’ve mentioned emergency fund before. It popped up a few times in last month’s blog posts. It’s an important topic and one...
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Edward Ober
Nov 11, 20203 min read
Financial Plans 101
"What is a financial plan? What does it include?" Both are questions I like to ask when I first meet with a client. Their answers let...
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Edward Ober
Nov 10, 20202 min read
Investment Glossary
An important aspect of saving for retirement is investing. When researching investing you’ll come across a lot of the same terms such as...
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Edward Ober
Nov 10, 20204 min read
Things To Do With The Family While Saving Money
Family Movie Night Devote one night a weekend to family movie night. Get the popcorn bowls ready, sit down and press play. The big...
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Edward Ober
Nov 10, 20203 min read
Why Meet With A Financial Planner?
In today’s information age so much is available to us at the touch of a fingertip. With so much information easy to access it can be...
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Edward Ober
Nov 10, 20204 min read
Are You Prepared? 7 Must Dos For You To Do
It would be an understatement to say 2020 has been quite the year. It’s been a whirlwind of a year – a pandemic unlike anything we’ve...
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Edward Ober
Nov 10, 20203 min read
5 Bank Accounts Every Family Needs
1. Personal Checking Account This is the account that is for you and only you. Think of this one as your holding account. There should...
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