How to Prepare Your Finances for a Recession

You likely saw this in the news, but a couple of weeks ago, the Federal Reserve increased interest rates by 0.75 percentage point, the third hike this year and the largest since the 1990s. While a recession is not necessarily inevitable, let’s make sure you are prepared for one in case it becomes a reality. […]
How to Take Charge of Your Money with Inflation

For the past couple of years, it seems like the cost of nearly everything has risen! Whether you are headed to the grocery store, the gas station or a car dealership, you will see that the costs have gone up. Since you are likely reading this because you want to learn how to manage your […]
Pulling Back the Curtain on Monthly Budgets

This month I am pulling back the curtain on monthly budgets! Have you ever wondered how much of your budget should go to food, mortgage, cars, etc.? Today I am going to spill the beans on those exact numbers! Many times clients come to me without any sort of budget in place. They truly make […]
Do You Have a Student Loan?

As you may have heard–starting on May 1st, student loan payments will restart for millions of Americans, which also includes several of my clients. If you are also in this camp, let’s just say that a new bill on the horizon can sometimes cause a bit of strain. Stress. I have found that if clients […]
This Will Make or Break Your Budget

I hope you enjoyed a wonderful holiday with your family, and that you are looking forward to an exciting year that is just around the corner! For many of the clients I began working with in 2021, the holiday season was the first time that they had money set aside for the expenses before December. […]
Spending Makes a Comeback!
Hi there! One of the big changes I’ve noticed lately is that spending has made a comeback! From higher gas prices to people being tired of being at home most people are spending more money. Your spending habits and lifestyle likely changed during the pandemic. This is a good time to take a look […]