A Thanksgiving Reflection on Wealth That Money Can’t Always Buy November always feels like an invitation to pause. A month of family, feasting, and gratitude — it’s the perfect time to reflect on what we already have rather than what we lack. In a culture that constantly tells us to want more money, more stuff, […]
Why Thankfulness Is the New Currency of Success Read More »
If you’ve ever taken on a big challenge- whether it’s running a marathon, starting a business, or raising children- you know that success rarely happens overnight. It requires consistency, discipline, and the ability to push through fear and uncertainty. Recently, I passed the CFP® (Certified Financial Planner) exam—a milestone that took months of intense study,
Trusting the Process – What Passing the CFP® Exam Taught Me About Investing Read More »
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows! Festivals and holiday gatherings with family are
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss Read More »
Picture Above: My First Home! It’s springtime! And, alongside the season’s new blooms, eager homebuyers are also emerging from winter hibernation. Although many potential homebuyers are waiting on the sidelines, there’s still a good percentage ready to buy this year. The journey to buying a home in 2024 comes with many challenges, but with the
Survive and Thrive: 2024 Home Buying Tips You Can’t Miss Read More »
Inflation was a hot topic last year and still seems to be a lingering concern for many people. So, let’s review the current inflation climate and discuss how to prepare for the upcoming year. Before we dive in, let me explain what inflation is and how it affects…well, everything. Inflation is the rate at which
Navigating Inflation: Reflecting and Deflecting Read More »
With four distinct parts, Medicare can be an alphabet soup of complexity. Our goal is to help you understand each part and how they impact your healthcare costs. So, let’s wrap our heads around it. Medicare is federal health insurance available to nearly all U.S. citizens and legal residents 65 years of age and over
The ABCDs of Medicare: What Covers What? Read More »
And 5 Tips to Combat Them Unless you live on another planet, you are fully aware of this thing called inflation, whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor, or doing almost anything that requires spending money for something. At the beginning of last year, the Federal
How Interest Rate Hikes Affect Your Finances Read More »
Credit can be a tool for many people. If you need to apply for a loan or credit card, lenders or card issuers will rely on your credit history in evaluating your creditworthiness and whether to proceed. You probably have encountered your credit score at some point in such a process. This score is a
Making Sense of Your Credit Score Read More »
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