Money
Love and Money: 7 Steps to Strengthen Your Financial Partnership
Money can be a tough topic in relationships, but it doesn’t have to be. Whether you’ve been together for years or are just...
Thanksgiving Leftovers: Turning Financial Surplus into Success
Thanksgiving is a time for family, gratitude, and, of course, an abundance of delicious food. After the big meal, many of...
Investing in Knowledge and Technology to Enhance Your Experience and Enrich Your Life
Last week, Jackie and I dedicated time to expanding our expertise by attending Redtail University and visiting Charles...
The Power of Goals-Based Financial Planning: Your Roadmap to Success
In today’s fast-paced world, it’s easy to get caught up in the day-to-day management of finances—balancing budgets, paying...
Summer Reading List: Top Personal Finance and Investing Books
I can't help but reminisce about those school summer reading lists we used to get. While they may have seemed like a chore...
Exciting News! Understanding Stock Splits
Hey everyone! Have you heard the buzz about stock splits but aren't quite sure what it means? Let's break it down! 🧩A stock...
June: Alzheimer’s Awareness Month and Its Impact on Personal Finances
June is Alzheimer’s Awareness Month, a crucial time for highlighting a disease that affects millions and has significant...
Plugging the Holes: A Guide to Family Budgeting
Family budgeting is akin to managing a bucket with holes; money flows in, but if not managed properly, it can quickly leak...
Refreshing Your Finances: The Spring Cleaning Approach to Financial Planning
Just as we tidy up our homes and declutter our spaces during spring cleaning, this season also presents an opportunity to...









