In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Here are the top ten money lessons that I have learned after working with more than 150 clients over the past decade: Money Continue Reading
How to Treat Yourself Without Blowing Your Financial Goals
As Donna Meagle and Tom Haverford said in Parks and Rec, “Treat yo’ self!” Treating yourself means spending time and money on the things that bring you joy. Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. On the flip side, it can also get out of hand if you’re not careful. So while it’s important to set aside Continue Reading
Busting Top Budget Myths
Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to 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