While building a solid emergency fund, buying a home, saving to retire early, or paying off debt, you may unknowingly be self sabotaging...

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...

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...

You still have time to make tax-deductible contributions for 2020 and get back an extra refund if you already filed your income tax...

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.

Congrats, you and your spouse completed one of the hardest parts of financial planning - establishing a realistic budget. Now it is time...

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...

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...

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...

Sounds crazy, right? No one in their right mind would want to keep accruing interest on their student loan debt. Typically, I would...

With all the madness of 2020, setting a budget for holiday gift shopping may have slipped your mind. Next thing you realize it is...

It is much harder to achieve your financial goals if you have no plan in place. Learn 3 keys steps now.

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!...

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...

"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...

An important aspect of saving for retirement is investing. When researching investing you’ll come across a lot of the same terms such as...

Family Movie Night Devote one night a weekend to family movie night. Get the popcorn bowls ready, sit down and press play. The big...

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...

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...

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...