Planning matters

Keep Your Eyes on the Goal

As we head into the Fall season immersed in continued challenges with COVID-19, many of us are experiencing periodic fatigue from social-distancing protocols, negative headlines, and future uncertainties. Staying focused on our goals when we are weary is difficult but crucial to short-term financial wellness and long-term financial success. Consider following these guidelines to help…

Read More

Smart Ways to Build Your Emergency Fund

The recent pandemic has increased people’s awareness of the importance of having an emergency fund (also called a rainy-day fund). Although it can be hard to build an emergency fund with limited income, it is certainly achievable with the right course of action. Let’s look at some ideas to saving for your emergency fund. Summarize…

Read More

COVID Cancelled My Trip – Now What?

You bought the tickets. You made the hotel reservations. You rented a car and you booked the best tours.   Now, COVID cancelled everything. Not only the loss of the adventure and missed experiences, but the possible loss of thousands of dollars spent on your trip. Luckily, there are options to recover some, if not…

Read More

Welcome to the world, little one! A look at the financial decisions with a new addition to the family

Becoming a parent brings with it so many new things to figure out. How to care for your new baby, teach them about life and raise them. While I don’t think any parent has all of that totally figured out, we all aim to do our best. The more concrete question of “How will we…

Read More

Your Teen’s First Job

“Hey mom! Can I get a job this summer?” While this was music to my ears, I quickly realized my daughter is spreading her wings, looking for more independence but there were several things I needed to do to help her prepare. Here are some things to consider: Resume Help your child prepare a resume…

Read More