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.

  • In many ways creating a budget is like jotting down a to-do list for your money. It’s far easier to create a to-do list for each day or week than it is per month. Plus, your recurring bills are due at different times each month. Here’s how to go about budgeting weekly, not monthly:
  • Study after study shows the same thing — many Americans haven’t saved enough for retirement. There’s a good chance one of those underfunded retirees is your parent. If that's the case, the next step may be figuring out how to offer assistance. Here's how to approach that potentially tricky subject.
  • The Consumer Financial Protection Bureau (CFPB) recently issued a proposal that could be good news for anyone dealing overdue or charged off debt. Here are the key features of the proposal:
  • Now that you’ve entered your golden years and are officially a retiree, you might be ready to knock items off your travel bucket list and see the world. But first, you’ll need to make sure your wallet can handle it. Here's how to be budget-conscious globetrotter during retirement:
  • Summer is the perfect time to review your finances to make sure your bases are covered. In turn, it’ll help you stay on track with your money goals. Here’s what to review during your mid-year financial check-in:
  • Student loans can follow you for decades - even into retirement. Carrying that student debt into your seniors years can have major consequences for your finances, but there's a lot you can do to prepare yourself and avoid major pitfalls. Here's what you need to know.
  • It may not be possible to completely avoid debt - things may just happen that are out of your control. But, by understanding the most common reasons people fall into credit card debt, you can take steps to avoid racking up unwanted debt.
  • Once you’re a quinquagenarian (i.e., 50 or older), certain birthdays can be especially important because they usher in changes to your financial opportunities and benefits. Whether you’re about to retire or already passed that point and looking to learn more, here are a few of the important changes that come with age.
  • The basic tenets of financial wellness are simple — spend less than you earn, save what you can, invest the rest, and protect your assets. However, applying these principles to our everyday lives is an entirely different story. Here are tips on improving your financial health, one area at a time.
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