Financial Services Articles

Image of US Savings Bonds

I Bonds for Lazy Money

May 9, 2022

chase as of May 2022, is a whopping 9.62%!

Medicare Information & FAQ

May 5, 2022

Medicare impacts a persons financial life both during working years and once you attain age 65 plus.

Single parent guide to money


March 30, 2022

Single parents trying to get their financial lives in order, this money guide is for you! 5 aspects of money to be tackled so you can gain control over your finances. #1, Budgeting 101 It is time to get realistic about your needs, wants, and guilt spending. Get started with Budgeting Bootcamp. I have a…

Retirement planning

Retirement Dreaming: 3 Key Considerations

February 22, 2022

Faith, family, and friends represent key financial factors of significance for consideration in retirement.

Inflation impacts buying power

The Sting of Inflation 

February 14, 2022

When I was a young girl, a scoop of Baskin-Robbins ice cream cost .25 cents. Today, a quick Google search indicates a single scoop is $2.79! This represents inflation.

Professional advice for life transitions

Life Transitions: Choose Your Next Steps Wisely

January 22, 2022

When coping with life transitions, seek the advice of a trusted professional.

Estate Planning: An Essential Part of a Solid Financial Plan

January 14, 2022

The importance of estate planning for a solid financial plan

Financial Planning: Start Early

January 9, 2022

Choose purchases you can afford.

Choosing a Retirement Account

November 27, 2021

How to determine which account type like 401(k), SEP, or SIMPLE IRA is best for your employment situation.

Mortgage planning concepts for financial planning

Imagine Financial Services – Professional Circle, episode 1

November 18, 2021

Imagine Financial Services Professional Circle with Marianne Nolte, CFP®. Episode 1 with guest speaker Martín Quiroz of USA Homes and Loans.

Financial Planning, the alignment of your financial resources with what is important to you.