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.

  • Experiencing a gap in cash flow? Instead of borrowing from a trusted friend or family member, or worse, resorting to predatory lending, there are a handful of apps and digital banks that can help you cover a shortfall in cash. Here are some of our favorites.
  • When the clock strikes midnight on New Year’s Eve, time’s up for many of the money moves you can take to lower your tax bill. However, there are a few last-minute, money-saving tactics you don’t want to miss — or overlook — before filing your taxes in 2020.
  • If you went a little overboard this past holiday season and outpaced your budget (and then some), don’t panic. Now’s the time to focus on the small, easily achievable things you can do to manage that debt and bring your finances back into shape. Here are some of our favorite tips for whittling down that holiday debt.
  • If you aren’t making enough money to cover your bills, taking on a side hustle has probably crossed your mind. But how can you make side hustling as easy and lucrative as can be? We’ve rounded up a few of our favorite apps that make it easy to find a side hustle:
  • For busy freelancers, it’s easy to let financial housekeeping fall to the wayside. So when tax season rolls around and your bookkeeping is in a state of disarray, you may want to hit the “panic” button. To spare the headache, stress, and costly mistakes, here are some common tax prep mistakes freelancers tend to make:
  • You don’t have to get a huge raise at work or move into a tiny apartment with five roommates to have more money to spend on the things you want. For an influx of cash, here are a few easy ways to free up money each month:
  • Instead of spending your hard-earned cash at Amazon and big box retailers, consider doing the majority of your holiday shopping at small businesses. In honor of Small Business Saturday, here are a handful of ways you can use your holiday budget to support small, local businesses and score some cool gifts for everyone on your list:
  • Attorneys who specialize in student loans may be able to assist you when you need to defend yourself in court, file a lawsuit against a company, or better understand your options from a legal perspective. Here's everything you need to know about student loan attorneys, what they can do, and how to find one.
  • Also known as collateral protection insurance, force-placed insurance is when a lender purchases insurance on your behalf. Unfortunately, this type of insurance is usually far more expensive than if you had purchased it on your own. If you've been stuck with this costly insurance, here's what you can do.
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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.