Basics For a Wise Financial Strategy

Posted on October 7th, 2024 in Budgeting, E-Newletters
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete,…
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ESTIMATING RETIREMENT EXPENSES

Posted on July 8th, 2024 in Budgeting, E-Newletters, Life Events, Retirement
By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is…
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NEEDS VS WANTS

Posted on June 10th, 2024 in Budgeting, E-Newletters
There are things you need to live a healthy life, like a place to live and food to eat. There…
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I WANT IT ALL AND I WANT IT NOW

Posted on March 11th, 2024 in Budgeting, E-Newletters
The neighbors have a shiny new sport utility vehicle to tow their travel trailer. They take a two-week tropical vacation…
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MAKE 2024 YOUR BEST FINANCIAL YEAR YET

Posted on January 15th, 2024 in Budgeting, E-Newletters
Many of us reflect on our yearly financial goals as the calendar turns to a New Year. But bringing goals…
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THESE RAINY DAYS AREN’T ABOUT THE WEATHER

Posted on December 9th, 2023 in Budgeting, E-Newletters, Life Events
The last year or so has been a very rude awakening for many. Too many people today are so busy…
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FIVE PILLARS OF FINANCIAL LITERACY

Posted on November 13th, 2023 in Budgeting, E-Newletters, Investing, Lending, Retirement
November is financial literacy month – a great time to reflect on your relationship with money and the decisions you…
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