At this year’s International Women’s Day celebration, we invited clients, community members, and friends to share their top financial tips—advice they’ve learned, lived by, or wish they’d known sooner. From budgeting and saving to investing and planning for retirement, these tips reflect the wisdom and experience of women who are taking control of their financial …
budgeting
March 2025 Newsletter
Smart Strategies to Save More Many people don’t track their spending, making it harder to save effectively. A recent T. Rowe Price study highlights key differences between spenders and savers, revealing simple changes that can help boost savings and reduce financial stress. From budgeting to credit card habits and automating savings, small adjustments can make …
Smart Strategies to Save More
We are well into the year of Financial Planning and working with clients to gather the information needed to have a more complete, and therefore more accurate, financial plan. One area where clients generally struggle is in determining the amount they spend each month. For many clients we’ve met this year, the answer is I …
College Funding
College Funding Part I: May is “529” month (get it- 5/29? It’s a complete dad joke). I will be talking about college funding. Do you have a child or grandchild that will someday attend college? Great, now go back in time and start saving a lot of money about 5 years before they were born, …
Budgeting
Budget. The 6-letter dirty word. After the series of blog posts on debt, I figured I should talk about budgeting, even though, if you’re like most people, you’re not interested. A Gallup poll showed that less than 1/3 of Americans (32%) actually keep a formal budget, and that you are most likely to have a budget if …