Monthly Archives: February 2015

Debt – the Good, the Bad, and the Ugly, Part 2

“Debt–the Good, the Bad, and the Ugly” – Part 2 1. OK, if you have “bottomed out” on debt, if you are really ready to make a change, then your first move must be putting money into a savings account. … Continue reading

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Good, Bad and Ugly Debt, Part 1

 “Debt–the Good, the Bad, and the Ugly” – Part 1 There are three types of debt, “Good”, “Bad”, and “Ugly”. Let’s discuss the differences and provide some direction for addressing your debt-related issues. When discussing debt with clients, too often … Continue reading

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The Mayonnaise Jar and Wine

As you settle back in to a more normal routine after the holidays, here is a great story to help you plan your 2015 goals around what is most important. When things in your life seem almost too much to … Continue reading

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Avoiding the First Financial Blind Spot

Blind spots are all around, preventing us from getting where we want to go. In our quest to transform the lives of every client through financial education and direction, we have identified four blind spots that everyone falls into on … Continue reading

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3 Questions to Help You Decide if Refinancing Makes Sense

It seems that everyone with a home, and a mortgage, is talking about the unbelievably low interest rates and the potential refinance opportunities available right now. With 30-year fixed mortgage rates recently dipping into the 3’s, even those homeowners with … Continue reading

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