Planning matters

Is Your Cash Underperforming?

During the pandemic, like many people, you may have intentionally socked away cash to build up some reserves. No question that was a responsible move. And now with inflation having reached a historic high, it’s a good time to ask: is my cash in the right place to retain purchasing power? If your cash is…

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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…

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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…

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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…

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Budgeting for Your Pet

Have you recently welcomed a new pet into your home and family? If not, chances are good you know somebody who has. Along with all the cuteness and excitement of having a new furry friend comes the associated costs that need to be factored into the budget. And while adjusting your finances to accommodate for…

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