Planning matters

10 Tips for Managing Your Holiday Spending

As we gear up for another holiday season, you may be looking for some tips on how to keep your spending in line with your goals and stay focused on how you are spending your money. Here are 10 tips to help keep your holiday spending on the right track: Create and manage a budget…

Read More

Don’t Let Sneaky Expenses Haunt Your Financial Goals

As we edge toward a new year, you may be thinking of budgeting for the holidays and taking inventory of your expenses to see where you can trim costs for the coming year. A great place to start is by reviewing your fixed expenses that come in the way of monthly subscriptions and services. In…

Read More

Is Your Teenager Ready to Start Building Credit?

My daughter, who will soon turn 18 years old and is in high school, asked if she can apply for a credit card. For the past few years, she has been utilizing a high school checking account. This has provided her the opportunity to learn how to responsibly use a debit card, keep track of…

Read More

Are You Ready to Spread Your Wings and Fly? Traveling in a Post-Pandemic World

Traveling in a Post-Pandemic World For the first time in a long time, travel is becoming a real possibility as things begin to reopen in the world around us. Although the pandemic hasn’t disappeared, we’ve certainly turned a corner in recent months, and many are beginning to think about getting out there and seeing the…

Read More

Marriage and Money

June is a popular month for weddings and exactly thirty-six years ago today, my husband and I were standing at the altar lovingly exchanging our wedding vows. However, none of those vows included anything about handling money together. We were left to our own devices to figure that out. Here are some great tips from…

Read More