Financial Services Articles

Educate your kids

Educate Your Kids

September 30, 2022

Prepare your kids by teaching them key estate and financial planning concepts.

The Purpose and Process of Financial Planning

September 23, 2022

Learn about the purpose and process of financial planning.

Money Diary for Financial Independence

June 22, 2022

Be realistic about spending. Income must exceed expenses. Start a money diary to help keep track of your cash flow.

Travel plans and money

Financial Tips for Travel

June 13, 2022

Set short-term travel goals to help plan for the expenses of your upcoming trip.

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.

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