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.

  • We’re living longer, but we don’t have enough saved for retirement. A longer life means you’ll have to factor in higher costs for long-term care and medical expenses. Need an infusion of cash to hit your savings goals? Here are a handful of tactics to boost your income if you’re 50 and over.
  • If you are impacted by a significant work stoppage, there are things you can do to keep the damage to a minimum, while focusing on the things that matter most to you and your family. Here are a few expert tips to help you through a potentially trying time.
  • Digging yourself out from debt can be overwhelming, but if you’re a military servicemember, there’s help in the form of the Servicemembers Civil Relief Act (SCRA), which provides a number of valuable protections for you and your finances. Here are some of the most important ways the SCRA can be used to help military families.
  • If you’re dealing with unpaid credit card debt, you might be getting phone calls from collection agencies. And those debt collectors may be using aggressive tactics to scare you into paying, including threatening jail time. But can you really go to jail over credit card debt?
  • Paying off debt is hard enough, but it only gets harder when you’ve got an income that fluctuates up and down. No need to despair. Debt repayment is entirely possible, even if you’re living on inconsistent income. You’ll just need to get creative and go a different route.
  • These days there’s no shortage of tools to manage your money. And if you’re trying to stay on top of your finances, you’ll definitely want to use a money management app. Here are our top picks for the best free tools to tend to your moola, and what we love about them.
  • Don't fall into the same old trap of paying for a gym membership you'll never use. If you're looking to lose weight and get into shape this year, try these free options first and see if you can keep your budget as a trim as your new waistline.
  • If you didn’t put money aside for Christmas spending this year, or you overspent your budget, you may be feeling a pinch right now. The holiday season is the time of year when most people spend more than they planned. Here are some things to consider in order to get your finances back on track as you head into 2019:
  • If you’re a post-holiday shopper, this is your favorite shopping time of the year. In fact, many people start shopping for next holiday season! But how do you make sure you get the best deals possible so that you can win your post-holiday shopping? Here's how:
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