Unlock Your Financial Potential with Our Quick Assessment

It is the start of the year, which means it is time for self-assessment. What things do you want to change? How do you want to do things better this year? What kind of person do you want to become? No matter where you are in your financial journey, now is a great time toContinueContinue reading “Unlock Your Financial Potential with Our Quick Assessment”

Gift Giving Hangover?

Try Something Different in 2025 When you find the perfect gift for someone you love, gift giving can be pure joy. When you are pressed for time to find gifts for all of your friends and extended family members out of obligation, it can be a real chore. No matter how your holiday season giftContinueContinue reading “Gift Giving Hangover?”

Who is Holding Your Financial Safety Net?

Every weight lifter needs a spotter in case they can’t quite manage that last rep. Every mountain climber needs a safety harness and ropes in case they lose their grip. And every consumer needs a safety net in case they run into hard times like a big medical expense or a job loss. Financial expertsContinueContinue reading “Who is Holding Your Financial Safety Net?”

What’s Really In Your Wallet?

You have heard the phrase “with great power comes great responsibility.” Consider the amazing power you carry with you every day. You carry a phone that can call anywhere in the world. That phone gives you instant access to a wealth of information on almost any topic on (or above) our planet. It is phenomenalContinueContinue reading “What’s Really In Your Wallet?”

Happy Financial Literacy Month!

It’s April which means it is Financial Literacy Month! But you already knew that. We are in mid-month now and I know you have been busy decorating your house in the customary Financial Literacy Month (FLM) style. The US currency wreaths. The budget balloons. The “pin the debt on the consumer” game for the kids!ContinueContinue reading “Happy Financial Literacy Month!”