Happy Holidays to All Wishing you a healthy, happy and prosperous 2022! … Read More
Our 2021 Finances
2021 with the pandemic had us take a look at our finances in relationship to our goals. As we near, retirement, we have put a plan together. This year we … Read More
Is That Charity Worth of Your Donation?
This year has been challenging, with wildfires, hurricanes and flooding. We all want to help and these people need our help. but you want to give your money where it … Read More
Are You Losing Money?
Many companies offer their employees free matching funds for their retirement. According to CNBC, 17.5 million Americans leave this free retirement money on the … Read More
Planning Your Holiday Season
Getting your finances ready for the upcoming holiday season. With two months left to the year and all the news reports to shop now, what can you do? First let’s … Read More
Have You Refinanced Your Mortgage?
Refinancing a mortgage is a big decision involving lots of questions that you need to think about. … Read More
Which Budgeting App Is Right For You?
Ever wonder what budgeting app is best for you and your family? Not sure where to start? I am asked this all the time and I don't have a recommendation for you. … Read More
Back To Travel
You know we love to travel. When the pandemic hit, we were home and there was not much travel out of the area. We were left with lots of credits to use, so we are … Read More
Finances In The Future
Last time we spoke about couples merging finances together. I have witnessed many couples who keep their finances separate. While I am not opposed to this, it can … Read More
Married Finances: Should Two Become One?
Weddings are an emotional celebration. We love the idea of a bride and groom starting a new life together. We use words like “two becoming one” or “sharing your … Read More
Money Lies
What have you been telling yourself? What lies do you currently believe? How have they affected your financial choices and behaviors? Are you interested in … Read More
Teens and Money
Save The Date
It is finally happening - I'm am back teaching in person starting the fall! For starters, here … [More...]
Teens and Money
Last week was amazing! I had the privilege of working with 6 great high schools students in a 5 day … [More...]
Upcoming Workshops
Now that we are gearing up for the fall, I wanted to share with you some workshops I am teaching at … [More...]
Teens and Money
Last week I had the honor of teaching a Teens and Money class at Norwalk Community College - 5 … [More...]
College Money Choices
We all hear about the college students and the money mistakes they … [More...]