What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love,...
Financial Planning
Three Ways to Leave a Legacy, Not a Mess!
When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!”...
“To Each His Own”
A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have...
What’s in a Name?
Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these...
I Wish I Would Have…
Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most...
It’s Your Turn
Let's Turn the Tables... Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made...
A Month to Remember
The decisions we make now will impact us in the future... Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of...
One Small Step for Wo/man, One Giant Leap for…
… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily...