A Fresh Start for Q2: Reflecting on Your Financial Goals
Spring weather has arrived in East Tennessee! I don’t know about you, but I’m ready for more sunshine and longer days! As we transition to a season of renewal, it’s a good time to take a fresh look at our finances. Today, I’m excited to guide you through a comprehensive financial check-in. As you walk […]
Tax Refund? Read this!
Tax time is right around the corner. For many people, this means that a sizable tax refund is also right around the corner. As a financial coach who has seen *everything*, let me tell you what many people do with a lump sum dropped into their account. They go on a vacation they have been […]
How to “Reset” Your Budget for a New Year
There is truly no better time to reset your budget than a New Year! The beginning of a year brings fresh new vibes and a renewed sense of hope for the future. Plenty of my successful clients got a nudge to change their finances over the holidays, and made a fresh start in the new […]
When Spending is More than Shopping
Have you ever reached into your fridge at night to get a sweet treat, and just as you are biting down you think– “I am not even hungry. Why am I eating this?” It is generally a quiet voice, but clear nonetheless. This voice can give us a bit of clarity in moments when we […]
The solution was easier than they expected…
If we were having coffee, and you asked me what I had noticed as a pattern in my financial coaching clients, I could definitely share a few of the trends I have observed over the years. Since clients come to me at all salary ranges, you would think that there would be more differences than […]
😬 How often do you check this?
Without guessing…Do you know the last time you checked your credit report? For many of my clients, I hear “crickets” when I ask that question! I encourage my clients to check their reports early and often! Whether we like it or not, credit is a part of personal finances for most Americans. If you have a […]
More Money, More Problems?
Many times when I work with clients, they think that the answer to all their problems could be solved with just one thing…make more money. While an increase in cash flow does make things a bit easier, it isn’t the whole solution. When I began working with Michael and Linda*, a couple in their 50s […]
Student Loan Forgiveness Update
Student Loan Forgiveness is certainly on the minds of many of my readers this month! As there have been a number of changes in the past few weeks, I wanted to share with you the most important updates, especially since they are time sensitive. If you are interested in pursuing the Student Loan Forgiveness Program, […]
Read this Before You Make Plans for Your Tax Refund
This is the big month where accountants are working overtime, and many people will be checking their accounts to see when a tax refund hits their bank. Though, if you have children, you may notice that your refund is a bit lower this year because of the advance sent to families in the fall of […]