4 mins read

Pay Down Holiday Debt Quickly in 5 Simple Steps

If you're among the 36% of shoppers who racked up $1,181 in holiday debt, don't dilly dally. Taking action quickly to pay down these balances will help you save money and avoid useless fees. Tackling debt is overwhelming if you don't know where to start. However, this step-by-step guide will show you how to pay…

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

4 mins read

Saving on Back to School Gadgets and Gear

Going back to school this fall looks very different this year and many parents feel stressed trying to adapt to remote learning while also working from home. Not to mention, distancing learning comes with higher costs, too. In fact, the 2020 Back-to-School Survey from Deloitte found that 51% of parents will spend more on internet-based…

4 mins read

Just Say NO! Yes, I’m Talking To All The People Pleasers

Repeat after me: Just say no. Just say no. Just say no. I’m not sure when I realized that I was a total people pleaser. It might have been in second grade when I became the teacher’s pet. Or maybe in college when I just couldn’t stand to have anybody be angry with me. Or when, after overextending myself AGAIN recently, my husband informed me that it was time to become friends with the word NO.

9 mins read

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