Category Archives: planning

Debt Happens – It’s How You Repay It That Matters

Whether it’s your mortgage, money owed for home improvements, car loans, student loans, or last months’ vacation still on your credit card, most of us have debt. Debt comes and goes.  You pay off everything, and then decide to remodel … Continue reading

Posted in money, mortgage, planning | Tagged , | Leave a comment

The Top 10 Things I Learned in March

Each month as I invest time in my personal and professional growth, I keep a running journal of the top lessons I learn throughout each day.  If you missed last month’s lessons, here you go. This month includes some quotes, … Continue reading

Posted in life, planning | Tagged , , | Leave a comment

The Story of the Magic Penny

If you had the choice between taking $3,000,000 in cold hard cash right now or a single penny that doubles in value every single day for 31 days, which would you choose? If you’ve heard this story before, you already … Continue reading

Posted in life, money, planning | Tagged , , | Leave a comment

Q1 Assessment Time

Well, it’s arrived.  The end of Q1 2017.  Remember back a few months ago?  Remember how excited you were to kick off the New Year?  All the goals and aspirations you wrote down?  The anticipation of what was to come … Continue reading

Posted in life, planning | Tagged , , , , | Leave a comment

Helping Your Child Set Up a Budget

Nobody really likes the big “B” word…budget. Budgeting isn’t typically fun, and many adults struggle with budgeting. Unfortunately, our children will learn a lot about money from us, so if we aren’t good at budgeting and handling our personal finances … Continue reading

Posted in money, planning | Tagged , , | 1 Comment

How to Set SMART Goals for 2017

“If you don’t know where you are going, you will probably end up somewhere else.” – Lawrence J. Peter In the spirit of the New Year, our focus is to help you set goals in a way that gives you … Continue reading

Posted in life, planning | Tagged , , | Leave a comment

How to Prioritize Your Cash Flow

Over the past several weeks, I have been discussing the need to save more and commit to a better financial future for you and your family.  This week I thought I would get a bit more tactical since the last … Continue reading

Posted in money, mortgage, planning | Tagged , | Leave a comment

How to Start Off 2017 Financially Clear and Confident

Welcome to 2017! If you are like many, you have come up with some New Year’s Resolutions, or goals, for the New Year. For most, money is at the heart of these annual goals, since they involve either spending money, … Continue reading

Posted in money, planning | Tagged , , | Leave a comment

What Do You Have to Show For It?

Last week I shared a recent article that shed a light on just how little most American’s have saved for their future. I also shared an exercise I had attendees of a financial independence class I used to teach in … Continue reading

Posted in money, planning | Tagged , | Leave a comment

2017 Planning – Begin With the End in Mind

Fast forward in time to December 2017. Imagine yourself sitting alone in your favorite thinking spot. Looking back over the previous 11 months, what HAS to have happened for you to be happy with your progress in 2017? We’ve all … Continue reading

Posted in life, planning | Tagged , , | Leave a comment