In the last week of the year, it is my habit to look back on the past year and consider what happened and what I have learned. We’ve all dealt
Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to
How to Have a Blast on a Budget at Disney World
Ever since our son was born, I knew it was coming … family vacation to Disney World! Well, this was the year we “did Disney.” We spent 5 days and
Set a Fun Financial Goal
Financial planning can be kind of a drag. Save for retirement. Buy more insurance. Save for college. Pay off debt. Planning for death or disability is not exactly uplifting. Wouldn’t
Set a Fun Financial Goal
Financial planning can be kind of a drag. Save for retirement. Buy more insurance. Save for college. Pay off debt. Planning for death or disability is not exactly uplifting. Wouldn’t
