Real Clients, Real Success

Every client has a story. Setbacks. Hard work. Success. When you hear their stories you may be surprised at how much of yourself you see in their circumstances. No matter the differences, however, the end result is the same across every story - they decided to make a change and reached their goals as a result. You can do the same.

Financial Tips and Advice

We blog about all kinds of financial topics - from the psychology of spending to the simplest ways to cut costs. Browse our extensive backlog of educational articles.

  • When times are tough and money is tight, you may find yourself combing through your budget, looking for any chance to save a little cash - no matter how small. For those who are considering switching service providers to chase a better deal, here’s what you should keep in mind to save money:
  • These are especially stressful times for those with debt payments that continue to pile up even as the economy stalls. Fortunately, for the 5.2 million people paying on student loans, there is help and hope for a positive outcome. The CARES Act, one of several federal stimulus packages intended to steady the economy and support workers, offers relief for students and student loan borrowers.
  • Whether you’ve lost your job, left your job, or are looking to save money, a high-deductible health plan (HDHP) can help lower your premiums. It may also open up a new tax-saving option for you—a health savings account (HSA). Here's how an HSA can work for you.
  • Heading to the gym or local pool to lift some weights or get your cardio on isn’t an option for the time being, so what can you do to get moving and release some endorphins? If you’re on a tight budget, here are a few low-cost ways to stay healthy while in quarantine:
  • If you are experiencing financial hardship because of the COVID-19 pandemic, or even if you are just unable to pay your mortgage, there are options available to support you during this time. Here are five things to consider if you can’t pay your mortgage right now.
  • While we’re all pining for some sense of normalcy, it won’t be hard to return to our normal patterns any time soon. And unfortunately, neglecting our social needs could lead to serious repercussions. Here are some low-cost ways to stay active and have our social needs met during the quarantine:
  • Regardless of your work situation, most of us are spending way more time stuck at home than we ever have before, and that shift is having a massive impact on how we spend our money. So how can you best stick to a budget despite the additional costs that come with life in quarantine? Here are a few ways how:
  • Whether you’re working from home, out of work, or taking on new side-gigs, the coronavirus has impacted millions of people’s regular work schedule. And while taxes might not be an immediate concern right now, different arrangements can have some significant tax implications.
  • If you’re one of the millions of American eligible for a stimulus check as part of the enormous coronavirus relief package, you’re probably anxious to get that money into your bank account as soon as you can. There are some roadblocks, however. Here's how to speed up the process.
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  • The Consumer Federation of America (CFA) is an association of nonprofit consumer organizations that was established in 1968 to advance the consumer interest through research, advocacy, and education. Today, nearly 300 of these groups participate in the federation and govern it through their representatives on the organization's Board of Directors.
  • The National Council of Higher Education Resources (NCHER) is the nation’s oldest and largest higher education finance trade association. NCHER’s membership includes state, nonprofit, and for-profit higher education service organizations, including lenders, servicers, guaranty agencies, collection agencies, financial literacy providers, and schools, interested and involved in increasing college access and success. It assists its members in shaping policies governing federal and private student loan and state grant programs on behalf of students, parents, borrowers, and families.

  • Since 2007, the Homeownership Preservation Foundation (HPF) has served as a trusted, neutral source of information for more than eight million homeowners. They are partnered with, and endorsed by, numerous major government agencies, including the U.S. Department of Housing and Urban Development and the Department of the Treasury.

  • The mission of the U.S. Department of Housing and Urban Development (HUD) is to create strong, sustainable, inclusive communities and quality affordable homes for all. HUD works to strengthen the housing market in order to bolster the economy and protect consumers; meet the need for quality affordable rental homes; utilize housing as a platform for improving quality of life; and build inclusive and sustainable communities free from discrimination.

  • The Council on Accreditation (COA) is an international, independent, nonprofit, human service accrediting organization. Their mission is to partner with human service organizations worldwide to improve service delivery outcomes by developing, applying, and promoting accreditation standards.

  • The National Foundation for Credit Counseling® (NFCC®), founded in 1951, is the nation’s largest and longest-serving nonprofit financial counseling organization. The NFCC’s mission is to promote the national agenda for financially responsible behavior, and build capacity for its members to deliver the highest-quality financial education and counseling services.