Tag Archives: finances

October 22, 2018

Health Insurance Season

Categories: Money and Finances

It’s that time of year again, when the trees become bare and days grow short, that one’s thoughts turn to health insurance. That’s right, the open enrollment window for renewing your existing health insurance plan or shopping for a new plan Continue reading…

July 15, 2018

How Can a Mortgage Professional Help With Divorce?

It goes without saying, but I’ll say it anyway…divorces are complicated! There are many questions that an experienced mortgage professional can help answer before you finalize your divorce. For example: Can one of us afford the family home or do Continue reading…

June 1, 2018

Top Tips to help you Thrive Financially

Your divorce is over. It’s time to start sorting through all the things you need to do, to get your financial life in order.  Here are just a few tips to help you thrive financially, as you move into this Continue reading…

January 6, 2018

The House Decision

Divorce has a way of completely upsetting one’s expectations for the future.  One day things are moving along just fine, and the next you are making decisions that will impact the rest of your life.  One of the big decisions Continue reading…

May 29, 2017

Teaching Your Kids About Money – Teenagers

Sometimes your teenage children think they know everything. Do they know that if they saved the $6 they spend each day on a super antioxidant smoothie (or caramel macchiato), in 8 years they could buy a 4-door sedan in soul Continue reading…

October 3, 2016

Teaching Your Kids About Money – The Early Years

What are you teaching your children that will best prepare them for a successful adulthood? To be polite and say thank you? To believe in themselves? How about that if they save 15% of every check they ever earn, they Continue reading…

September 26, 2016

Estate Plan Must Haves! – Lessons Learned Post-Prince

A will is the cornerstone of your estate plan. It allows for an organized distribution of your assets after you pass. Not only does it make sure that your assets end up with your chosen loved ones, it also reduces Continue reading…

July 27, 2016

Emotional Decision-Making When Markets are Volatile

There’s no question that periods of increased market volatility, like we have seen recently, can be unsettling. However, deciding to move to the sidelines versus staying the course can have long-lasting implications. In fact, making emotionally-based decisions in regard to Continue reading…

July 11, 2016

Identity Theft – Credit Freeze

Recently, a friend told me that a good Samaritan found and returned the wallet he had lost the previous day. The funny thing he said, was that the credit cards and money were still there but his driver’s license and Continue reading…

May 16, 2016

Single Parents Often Walk a Financial Tightrope

Being a single parent demands so much of a person’s time and energy that taking care of longer-term financial concerns often take a back seat. So many single parents face financial restrictions that make it seem they are constantly on Continue reading…