by Laura Berger | Apr 2, 2020 | Blog, Career & Income, Family Finances
By: Laura BergerThe Coronavirus pandemic has dominated, well, everything. But a not-so-small consequence is many employees being asked or forced to work from home. While a dream for so many, so many now realize how daunting this shift truly is.Generally, the...
by Savvy Ladies | Mar 26, 2020 | Blog, Family Finances, Retirement
by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
by Kristina Leonardi | Mar 19, 2020 | Blog, Debt Management
by Kristina LeonardiI recently read that “a person’s success in life can usually be measured by the amount of uncomfortable conversations he or she is willing to have.” Many people begin the year by starting a new exercise or other routine that can have them feeling...
by Savvy Ladies | Mar 12, 2020 | Blog, Family Finances
by Ann Garcia1. Have you talked with your parents about how much they’re willing to pay for college?Most families finance college through a combination of savings, cash flow and borrowing. A short-cut to how much you can afford is to add ¼ of your college savings, the...
by Savvy Ladies | Mar 6, 2020 | Blog, Budgeting, Health & Wealth, Retirement
Adapted from an article by Stacy Francis Especially in this tumultuous time, it’s important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget: Such...
by Ted James | Mar 5, 2020 | Blog, Family Finances, Personal Growth
By: Ted James Moving out on your own for the first time can be exciting, scary, and confusing all at the same time. And when it comes to your finances, there are several things you should be prepared to handle. Saving money, raising your credit score, building credit,...
