Review Your Financial Successes This Year

Review Your Financial Successes This Year

Happy Holidays! As we wrap up 2015, I like to take time to review my accomplishments for the year — especially financial ones.  Oftentimes we look at our finances as a constant to-do list, which means it feels like work. There are things to learn (what did my...
Smart Tips on the Use of Debt and Credit

Smart Tips on the Use of Debt and Credit

Financial planning isn’t all about saving more and planning for a cushy early retirement. There’s a lot to cover long before you arrive at retirement age.  In their 20s and 30s, many of my clients want help learning about the smart use of debt....