I’ll make this short and sweet: budgeting to the minute detail doesn’t work for everyone. Typically, people who are “spenders” in the first place are not truly detail-oriented in their lives. Setting a budget out…
Read More
Become Unstuck
Lately, I’ve encountered many clients, friends, and family (including myself) who feel stuck and unable to make a change in their life. Whether you want to tackle a project at your house, finally lose the…
Read More
Fun Forecasting: What are you doing to enjoy your life?
So, I’m a financial planner, but most all of my friends and family know that I also love to kick back in my flip flops and just enjoy a day. Don’t we all? Which begs the…
Read More
Money Tips for Graduating High School Seniors Article
With graduation season upon us, the information in the article linked below is particularly timely. Students entering college have a unique situation in that they have rarely made large financial mistakes yet and they have the opportunity…
Read More
Should You Use a Roth IRA to Save for College?
I hear this question a lot since a Roth IRA allows you to withdraw money to pay for qualified higher education expenses without paying a 10% early withdrawal penalty. While there are both advantages and…
Read More