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Get Back on Financial Track

Five financial fixes you can do today. Financial planning is about creating a roadmap customized for you. While there may be specific reasons why you should borrow versus pay cash or lease instead of buy, these five fixes apply to everyone.  Organize your financial documents. Create a binder or file your documents for easy access.  […]

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Three Simple Summer Travel Tips

Whether you are visiting family, friends, or taking a solo trip, be sure to plan ahead. I’m not saying you should have every minute of every day planned out, so here are my top three tips for your summer vacation: Make an overall budget. How much are you willing (or can you afford) to spend […]

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The Low-down on the 401(k) and the IRA

There are many different ways to save for retirement and a whole host of things to consider when tax planning. To reach your personal financial goals, it’s important to consider the resources available to you and review all of your options. The plan for you may not be the same for someone else. The 401(k) […]

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Dear 20-something Me,

Start saving today. Sincerely, Your Future Self That is the piece of advice I most wish I could give my younger self. According to the Fed’s Economic Well-Being of U.S. Households report released in 2015, 31% of 18 to 29 year olds have given no thought to retirement planning. I’m here to change that. The […]

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