Personal Finance

Setting Priorities as a Young Couple

For young couples, it is often hard for them to make sense of the various financial challenges they face and to set priorities.  While each person is different, below are my Top 5 Priorities for Young Couples! Improve Emergency Cash Situation A typical rule of thumb is to take your monthly income and multiply that […]

Need a Simple Money Management System? Consider the 50-30-20 Strategy

Money

For most of us, money management was not taught in school…or at home.  In fact, for most of us we learn about managing money through the school of hard knocks…trial and error.  And boy, those errors can be difficult to overcome. There are many different money management strategies to choose from, some of which can […]

5 Tips for Getting Your Dream Summer Job

Money

The weather is mixed…some cool days, some hot days, but make no mistake, Summer is just around the corner.  Unless you have the luxury of taking the summer off, now is the time to line up a great summer job.  Here are my best tips for landing your dream summer job: Decide what type of […]

Financial Checklist for the New Year

The New Year always gives us a sense of new beginnings and an opportunity to create positive results for ourselves, family, friends and community.  It’s the perfect time to reset the course of our financial lives.  Here’s a checklist of things you should consider: ⃝ Traditional or Roth IRA contribution for 2018.  If you’re eligible to […]

5 Goals for 2019 That Will Change Your Life

How good do you feel about what you’ve accomplished over the past twelve months?  How about the past 5 years?  A lot of people find themselves caught in the cycle of living day-by-day only to wake up a year or more later with not a lot to show for it.  If that’s you, start with […]