Finances 101

October 10, 2020

How to Break the Paycheck-to-Paycheck Cycle

It can be so frustrating when you have more month than money! Everything is a battle and a challenge, just living day to day. The trick to getting out of that cycle is to make a plan for every single dollar. If you decide where you will spend your money before you receive it, you…

October 07, 2020

All the Resources You Should Know About for Parenting During COVID-19

The COVID-19 quarantine turned millions of people into instant home-school parents with little time to prepare. Luckily, many organizations recognize the strain this has put on parents’ finances. There are lots of resources parents can use to ease this financial burden: Free or Reduced Cost Internet Resources Here are some options that you should check…

June 25, 2020

What financial conversations should my partner and I have before moving in together or getting married?

My experience talking about finances with my wife Back in the early 90s when I was first seriously dating, the only thing I could think to ask my future wife was, “Do you love me?” At no time during the wooing process did we discuss money or finances at all. We had no money, jobs,…

May 12, 2020

Time-Sensitive Steps to Receive Your Stimulus Payment Quickly

The IRS announced that this Wednesday, May 13th, 9am PT (noon ET) is the deadline for many people to enter their direct deposit info into their Get My Payment portal. If you qualify for a stimulus payment and haven’t received it yet, provide ...

August 24, 2020

Game Plan for Starting a Small Business

When I first became a financial planner, my specialty was small business owners. I also headed my local Chamber of Commerce’s Small Business committee. Over the years, I received a lot of excellent business advice. Below are the top five most impac...