Make personal finance matter again…

Make personal finance matter again…

I don’t know about you, but when my living and work spaces are messy and cluttered, my mind tends to follow suite. Every year I perform year end financial assessments for myself and my clients to tidy up, get prepared, and hit the ground running on January 1st. Some...
One thing is certain…

One thing is certain…

Unexpected turn of events this year have awakened us to the priceless things no amount of money can buy such as love, health, confidence, genuine friendship time, and the true meaning of freedom. One year ago, we would have never fathomed celebrating such a wonderful...
Thank you, Corona virus…

Thank you, Corona virus…

I know. Just vibe with me for a moment. Since April of this year, the entire world has shifted its financial perspectives and behaviors. According to a survey recently conducted by Bank of America, 64% of Americans have changed their spending habits.  While...
Break the bank or break tradition…

Break the bank or break tradition…

Traditions are great, but where is it written that we must spend massive amounts of money on people to show our affection or appreciation for them? Who said we must gift at all?  I’ll tell you who. Our society did. This topic sparked a lively conversation with a...
Don’t fall into this holiday trap!

Don’t fall into this holiday trap!

Each year I begin contemplating year end expenses so that my new year will begin with anticipation and excitement rather than anxiety over new debt. As the holidays approach and excitement mounts, small expenses can be overlooked. I’ve prepared a list of items and...