7 Ways to Clean-up Your Finances

7 Ways to Clean-up Your Finances

As we move closer to the tax deadline (April 18th this year), spend a few extra minutes cleaning up your finances. Since you’re already gathering all your financial paperwork, take time to do the following tasks. 1- Consolidate bank accounts. The Federal Deposit...
How to Prevent Financial Infidelity

How to Prevent Financial Infidelity

Financial infidelity is when one is untruthful about money to their spouse (partner, significant other, or whichever term you use to define the person you have a long-term committed relationship with in life). For simplicity in writing, this post refers to that person...
Tackling Credit Card Debt

Tackling Credit Card Debt

With interest rates rising, it’s time to take your credit card debt seriously. Follow these tips to pay off your debt. If you don’t have credit card debt, congratulations! Send this post to a loved one who may be struggling in this area. Simplify If you have...
5 Ways To Control Your Spending

5 Ways To Control Your Spending

The new year is quickly approaching. Whether or not you’re a fan of making New Year’s resolutions, isn’t it time to take control of your spending? Here are five easy strategies to implement: 1- Focus on reducing your spending in one area You may have tried...
Does Marriage Mean We Have to Merge Finances?

Does Marriage Mean We Have to Merge Finances?

It’s a question I hear often as clients consider tying the knot, ” Does marriage mean we have to merge finances?” (And if they’re not asking this question, hopefully, this topic surfaces before they walk down the aisle.) Most people who marry...