Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money
management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing
where you may be able to put your excess cash to work.

Articles

Data Thieves from Outer Space

It was a Dark and Stormy night.... ...more

Money

January 01, 20240 min read

Data Thieves from Outer Space

The History of Currency

A brief lesson on where the currency has been and where it is going ...more

Money

January 01, 20240 min read

The History of Currency

Budgeting After a Divorce

Perhaps not surprisingly, divorce is considered the second most stressful life event after the death of our spouse ...more

Money

January 01, 20240 min read

Budgeting After a Divorce

Strategies for Managing Student Loan Debt

If college were a party, then student loans are the hangover. ...more

Money

January 01, 20243 min read

Strategies for Managing Student Loan Debt

The Lowdown on Those Free Credit Scores

The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information companies keep on them. ...more

Money

January 01, 20243 min read

The Lowdown on Those Free Credit Scores

The Half Million Dollar Baby

The true cost of having a baby ...more

Money

January 01, 20240 min read

The Half Million Dollar Baby

Videos

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications. ...more

Video

January 01, 20240 min read

To Buy or Not to Buy

The Business Cycle

How will you weather the ups and downs of the business cycle? ...more

Money ,Video

January 01, 20240 min read

The Business Cycle

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money? ...more

Lifestyle ,Video

January 01, 20240 min read

The Real Cost of a Vacation Home

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? ...more

Video

January 01, 20240 min read

Bursting the Bubble

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does. ...more

Video

January 01, 20240 min read

The Fed and How It Got That Way

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation. ...more

Video

January 01, 20240 min read

It May Be Time for a Financial Checkup

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Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?

My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.

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