Category: Planning

  • Spring Cleaning Your Finances

    Spring, I believe, has finally sprung!  Winter, while not real cold where I live, has hung on longer than normal.  Many ladies are now looking at this time of year to do the annual spring cleaning – hitting the baseboards, interior and exterior windows, carpet cleaning, etc.  Men, you are now looking to see how…

  • The Day After Tax Day

    Well, you made it.  You filed your taxes right on time or you filed that extension to give you a little more time. It is that one thing in our life that is for certain – filing taxes.  Many dread April 15.  I can remember just a few years ago when our end of the…

  • Do You Need A Sequester?

    It has been three weeks now since all of America awakened to learn their president and elected leaders could not figure out how to cut spending.  The Sequester, the auto budget cuts they – those same elected leaders – put in place, was now taking affect and untold millions were going to be affected by…

  • Homemade Recipes

    While they were sharing with me how the whole menu was helping their finances, I saw something on the menu that I had never heard before. So I asked, “what is…..”.

  • Here We Are After The Fiscal Cliff

    For what seemed to be most of the year last year, our country, its citizens, politicians, and economic engine was focused on one thing – the impending Fiscal Cliff.  Unfortunately, it was not focused on but for a few weeks post the presidential election.  It should have been focused on  months and even years earlier.…

  • Are You Underway In This New Year?

    We are now well into a new year.  As I write this and have been coaching financial clients over the last few days, we are 49 weeks away from Christmas!  I know that seems like a very long time, but that one point in time is one point that we can all see in the…