Creating a financial emergency plan in response to COVID-19

Creating a financial emergency plan in response to COVID-19

Balancing and understanding how to be savvy about juggling your money is essential in today’s climate when many businesses may be offering extensions to the monthly payments. Knowing what questions to ask, how to ask and confirming is going to be important and...
Financial Wellness Checkup: How Healthy Are You?

Financial Wellness Checkup: How Healthy Are You?

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:...

Tax Help for Your 2018 Filing

2018 Marginal Income Tax Rates and BracketsRevised  Income Brackets and Marginal Tax Rates  What are marginal tax rates?  It’s the percentage of your income that you pay in taxes.  Good news –the brackets (or income ranges) were lowered...

‘Tis the Season for Savvy Spending

by Stacy Francis, CFP®, CDFAStretching your holiday budget doesn’t mean you’ll be giving lumps of coal as gifts this holiday season. Smart shoppers have always known that the holiday season doesn’t have to cost a lot to be fun.Here are a few tips...

Catch Up with Your Cash

Are you trying to make up for lost time with your savings? Here are a couple strategies that can help you get back on track and get money working for you!

Are You a Tortoise or a Hare?

by Jillian Beirne DaviToday’s article is about why budgets and diets don’t work. And how to manage the Holiday Hangover you might be feeling.When people decide they’re going to lose weight, or stick to a budget, or finally pay off their credit cards,...

How To Avoid The Pressure Cooker

by Jillian Beirne Davi “It’s not how you act when the pressure is on that determines your success. It’s how you act when the pressure is off.” — Jill 🙂 Today we’re going to talk about a common habit that keeps people stuck...

The Beauty of a Budget

by Manisha ThakorMany people think budgets are about deprivation. As a financial adviser, I feel they are about liberation. Here’s a simple three-step plan to create a budget that you will feel excited to follow.Step #1: Understand the real purpose of...

Budgeting for Wealth: How to Create a Spending Plan You Love

by Jillian Beirne DaviSix years ago I was depressed, broke and deeply in debt. I had nowhere to turn.  At the time, there was no such thing as a “Money  Coach” (that I knew of…).  But let me tell you, if that person existed, I would...

How Five Daily Habits Rocked My Financial World

by Jillian Beirne DaviSix years ago, I was broke. I was deeply in debt (to the tune of $30,000) and creditors called me nonstop. I felt powerless, hopeless and totally alone.  It was one of the darkest times in my life.  The worst part was: I thought I was...