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[…]

When setting financial goals, make sure to identify, quantify and prioritize those goals.

How to Set Financial Goals

If you read last week’s post about financial resolutions, then you know that one of the most important ones is to set your goals.  For many, this can be difficult because most of us have multiple financial goals in life.  Some common ones I see are retirement, buying a house and paying down debt. It[…]

Get started on estate planning now before it's too late.

How to Get Started on Estate Planning

For those Millennials (and Baby Boomers- don’t think you’re off the hook!) who own and home or have a family, estate planning is something you absolutely must do.  I see so many people avoiding it because they don’t want to have those what-if conversations with their partner or they don’t want to pay an attorney.[…]

Check out my top 5 money habits to work on before you turn 30.

Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]

Student loan debt doesn't have to hold you back from the great things in life.

4 Steps to Conquer Student Loan Debt

As the cartoon illustrates, many Millennials are being held back from achieving their goals because of debt. And don’t think our goals are just buying avocado toast or tickets to Coachella. We have real goals. Big goals like starting our own businesses, buying a home and saving for retirement. But we also have debt. This[…]

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[…]

Getting your financial life in order takes hard work, but there are some simple tips to make the journey easier.

Personal Finance “Hacks”

How many times have you clicked on that article online that started with “Top 5 Ways..” or “Quick tips to..”? Probably a lot.  We work hard on many things in our lives, but sometimes we all want a shortcut.  Just like there is no miracle juice drink or 5 minute workout that will get you[…]

Millennials, you are not invincible. Consider your need for life insurance.

Why Do Millennials Need Life Insurance?

Many Millennials are delaying traditional life milestones that 20- and 30-somethings in the past would have already achieved such as getting married, buying a house or starting a family. We have a lot on our plates trying to achieve our goals of paying off student loans, saving for retirement or starting a business.  Believe me,[…]