Christmas and Hanukkah are coming! The stores in my area have their holiday displays up and are playing Christmas music. And Hallmark has started their holiday movies so we can find out if the small town boy and big city girl fall in love in the quaint little town over the holidays (spoiler alert –… Read More
Do you have someone that assists you with your personal finances? Have you thought that maybe you do need someone, but don’t know where to start? My family has used a financial planner to help us make big purchase decisions and investment decisions. Fortunately for us, my brother is our personal financial advisor, I trust… Read More
Everyone knows a high credit score is good but why should it be important to you? I think most of us have made mistakes with our credit at some point in our lives. I remember turning 18 and getting a credit card application in the mail. In my immature mind, it sounded like a fantastic… Read More
You already have your 9-5 job. You work hard and like what you do but you just aren’t where you want to be financially. You aren’t making much of a dent towards your student loans or your savings is almost non existent. Maybe you should think about a side hustle to help you reach your… Read More
June 21st is the official first day of summer! Your kids will be out of school by then and summer boredom will be setting in. What are you going to do with them all summer? My daughter is only 2 but we still need activities. I like her to burn energy off and be ready… Read More
Buying a house can be stressful. There is so much documentation to get together and so many decisions to make. My family recently bought our first home and at first we had no idea what we were doing. We had looked at Zillow and estimated what we could afford based on their monthly cost estimator,… Read More
It’s April and Spring is here! The birds are chirping and the flowers are blooming. It’s also the deadline to file your taxes. Filing taxes is a stressful time for everyone. Being prepared and armed with knowledge can help make tax time less stressful. Having a conversation with your accountant can help you figure out… Read More
All of 2018 you anticipated how much you were going to get on your tax refund. Maybe you imagined blowing it all on a jet ski! My husband and I talk about what we are going to do with it all year, dreaming and planning. You have probably done your taxes by now and know… Read More
New Year, new savings goals! Do you remember over the glass of champagne toasting to your loved ones on New Years Eve and telling yourself that 2019 was really the year you were going to get your savings in order? Now is the time to make a plan that you can stick with. Use our… Read More
We have 39 more days until Christmas! If you have been using Banktivity, you have set aside money each month and know how much is in your budget to spend on Christmas presents. Remember the days of Black Friday shopping, still being full from Turkey, mashed potatoes and pumpkin pie and heading over to Best… Read More