Are you in good financial health? Here are some red flags that may indicated that you have some work to do.

Personal Finance Red Flags

Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances.  Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]

Don't let holiday shopping destroy your budget. Get some tips on how to survive the holiday spending season.

How to Survive the Holiday Spending Season

The holidays can be a wonderful joyous time or a very stressful time. For many the stress of the holidays comes from shopping for gifts for loved ones.  According to a GoBankingRates survey, about 57% of people plan to spending one full paycheck on the holidays. That’s an average of $1,908 for someone paid every[…]

Mastering cash flow is no easy task, but if you put in the work, the outcome will be worth it.

Back to Basics Part 1: Mastering Cash Flow

In the next two blog posts, I want to go back to the basics of financial planning because even the most seasoned pros need a refresher every now and then.  Let’s start with mastering cash flow.  Despite being a generation that goes out more often and makes more purchases, Millennials are still spending less on[…]

If you are getting married, it's time to do some basic goal setting and financial planning. Don't forget about estate planning!

Then Comes Marriage

You are crushing it in your career and have found love! Mazel Tov! You and your partner have decided to make it official and tie the knot. Now what? I’m not going to give you any wedding planning tips because Heather ran that show. However, I can share some advice on financial planning topics to address[…]