Do you feel like you’re always reading articles about what you shouldn’t spend money on? Well, this is not that kind of article! If you’re a professional, here are six things that might be worth your hard-earned cash. Several good suits and a good pair of shoes If you ever need to go on a job interview, or your profession often puts you in front of clients, you’ll need a few nice suits or Continue Reading
Uncovering Treasures in Your Employee Benefits
Do you understand your options on employee benefits such as disability insurance or life insurance? If your employer offers multiple retirement plan options, do you wonder if you are signed up for the best retirement plan for you? If you're like most people the answer is probably "I have no idea". I am honored to be featured on Money.com this month to talk about how a financial planner can help Continue Reading
4 Ways to Put Your Bonus and Tax Refund to Work
2014 is now a thing of the past. As we continue to creep into the New Year, companies are finalizing their new budgets, closing out their books from the previous year and (hopefully) paying annual bonuses. In addition, if you overpaid on taxes for the previous year, you may be receiving a tax refund. This is the time of year when clients come to see me with this “found” money and ask "What Continue Reading
6 Ways to Enjoy Valentine’s Day Without Breaking the Bank
Valentine's Day is just around the corner. What do you have planned for the day of love? If your bank account is still recovering from holiday bliss, you may be hesitant about spending more money. The truth is you may not have to. Showcasing your love for that special someone with dinner at a nice restaurant, boxes of chocolate, and elegant flowers is nice, but it's also expensive. So often we Continue Reading
10 Tips for Staying on Budget in the New Year
Are you one of the many Americans who sets a money goal as your New Year's resolution? As a financial coach, many people come to me with money goals in mind, from paying off debt to saving money for retirement. The truth is many people may have the same goals, but everyone works towards achieving them differently. Sometimes managing personal finances can be overwhelming. With a bit of planning, Continue Reading
3 Steps to Tackling Your Student Loans
Your education got you to where you are now, so it was probably a great investment in your future! If you graduated with student loan debt, you may feel like the financial odds are stacked against you, but the truth is student loans don't have to be painful. In fact, paying off student loan debt can help set the tone of good financial behavior. My advice as a financial coach is don't ignore Continue Reading
Money Concerns of The Millennial Next Door
It seems like everywhere you turn today you hear something - good or bad - about millennials. Some people say they live for today without looking forward to the future and some say millennials expect too much financially without working for it. As a financial coach, I see both the strengths and weaknesses of millennials. According to a recent study by MoneyTips.com only 50% of those millennials Continue Reading
New Year’s Resolutions for Your Money – And How a Financial Coach Can Help
It's officially 2015 and what does a New Year bring? New goals, of course. It's the time of the year when people download apps to help them set goals, make lists and set reminders to track the progress of their New Year's resolutions. A New Year is a fresh beginning; it's the time we get a second chance to learn from our past mistakes and look forward to a do-over. What's your New Year's Continue Reading
7 Year End Tax Tips to Consider
You may be focused on family gatherings, hot chocolate, and ugly sweater parties, but make sure you also take a few minutes to evaluate your end of year tax strategy. There are a few more things that you can still do before the end of the year to make sure that you’re getting the most bang for your buck. The following tax tips could save you money. Contribute all that you can to your 401(k) or Continue Reading
Estate Planning Lessons We Can Learn From Cinderella
We’re all familiar with the story of Cinderella. Her mother died when she was young, and she was raised by her loving father. Eventually, he remarries in order to give his beloved Cinderella a stepmother and stepsisters. Then Cinderella’s father dies and leaves everything to the stepmother, who uses the inherited riches for herself and her two daughters. The stepmother and sisters are cruel to Continue Reading