Financial planners

How to Manage Your Money in Uncertain Times

Let’s get real here: we’re living in a crazy world right now.  There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people…

The Early Holiday Money Roundup

  During this time of year, I actually go back and re-read an old set of blog holiday posts—almost like reviewing journal entries (if you keep one).  These are the posts that remind me to stay sane now that the holidays are coming! It’s so easy to become completely unconscious during the holiday season…we eat…

A badass list of ideas for saving money

A trend I have noticed recently with my clients is that I am issuing challenges with saving money. The way this comes about is, I see how much they are making and what ballpark expenses are, so it would make sense if they could save $X each month. Why not try? Sometimes they can, sometimes…

How to invest your money right now

This is a weird time in the investing world…the Fed is artificially keep interest rates down, which affects the bond market.  The stock market is super high.  Deciding how to invest your money right now is especially confusing, so here are some options. How to invest your money right now Understand.  I decide where to…