Blog

There’s a Generational Shift Underway With Financial Concerns

by Maggie Leyes | Most people are not immune to the worries of the wallet—big and small. From paying for monthly bills all the way to paying for long-term care and everything in between, people from Gen Z to Boomers told… Read More

You won’t view $10 the same way after reading this.

Angie Carlson | “But Angie, finding an extra $10 to put towards my debt doesn’t really change anything.” I’m not surprised that you are thinking this, because I did too. Because we’ve been conditioned to think spending $10 isn’t a… Read More

Stop Being a Student

by Amy Green | Getting straight A’s in high school and college hasn’t served me one bit as an entrepreneur. Ouch. That stings, doesn’t it? (I know it does for me!). But here’s the truth: 👉 There’s no Honors Society… Read More

What is IN and OUT with your money

by Angie Carlson | Let’s look at what is IN when it comes to your money. The four major INs are: • INflation • INterest • INsurance • INvesting How does this apply to your household? Let’s start with the… Read More

What The Heck Is A MEC?

by Darren Hardersen | There have been a number of recent articles in local media touting a “safe money” financial planning strategy involving what’s called a Modified Endowment Contract (MEC). A “MEC” is simply an overfunded life insurance contract that’s… Read More

What I’ll never stop saying

by Angie Carlson | I’ll say this again and again: Budgets alone are not responsible for your shared financial progress. In my experience, budgets are one of the main reasons couples who decide to start working with me spend less… Read More

Imagine having a plan that you can see

by Angie Carlson | Neither of you would choose anyone else to be married to.Neither of you thought the income you have was possible.Neither of you knew that financial stress could increase with income.It makes no sense that MORE money… Read More

You have a wonderful spouse and a fantastic household income.

by Angie Carlson | Yet, you’ve never felt as shaky or fearful about your money as you do now.  It’s on your mind before you can shut off your (first) alarm in the morning. It’s the last thing you think… Read More

Life Insurance: 5 Signs You Might Be Underinsured

by Divya Sangameshwar | If you have dependents—or just loved ones who you want to take care of after you die—life insurance is critical. This coverage helps ensure your lost income doesn’t translate to tangible material losses for your family once… Read More

December Budget Items to Remember

Amy Greene Ho! Ho! Ho! I hope you had a wonderful Thanksgiving Holiday and are jumping into December with both feet – ready to create a memorable holiday AND stay on track to reach your financial goals. I know I… Read More