Everyone wants to update their financial plan right now. I get it - the start of a New Year naturally gets us energized and ready to make progress. If you don't have an advisor or formal financial plan, here is a rough DIY Financial Plan workflow.
Read MoreCombining all of their money the day after they say "I do" doesn't make sense to everyone. Here's a quick yours, mine, ours strategy that I have set up for clients.
Read MoreFinancial steps to take before the wedding.
Read MoreCouples use a variety of methods to manage their household finances. While some prefer to combine everything from the beginning, others are more comfortable, with separate accounts or a combination of joint and separate. Here are a few methods that may be helpful when having a discussion with your spouse about how you will be choosing to manage your household finances going forward.
Read MoreA diet for the benefit of your physical health is directly correlated to a diet for the benefit of your financial health. If you can or would do a 30-day food challenge, I propose a similar challenge, but for your budget.
Read MoreHopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card.
Read MoreWe created the PWR Cash Flow System to help our clients and readers get started with an easy-to-use solution to track their spending.
Read MoreAge 5 is a common age when parents start thinking about issuing an allowance to children. The goal with an allowance is to teach children about personal finance and delayed gratification.
Read MoreMoney-Saving Apps Part 2. I am back with another 3 great "money-saving" apps to share.
Read MoreGrowing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks. Here are some of my favorites, since summer is right around the corner.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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