A financial plan is like a roadmap that shows you where you're headed and how to get there. It covers everything from your income and expenses to savings and investments.

Organizing your finances is an essential aspect of financial management that is often overlooked. Many people tend to procrastinate when it comes to sorting out their finances, only to regret it later.

While it's true that money can't buy happiness, it's also true that having access to money can make our lives easier and can help us achieve our goals and dreams.

Many people struggle with their money mindset, which can lead to financial stress, anxiety, and even debt. But with the right mindset, you can take control of your finances and improve your financial well being.

The first step in managing cash flow is to run a cash flow analysis. A cash flow analysis helps you understand your income and expenses, enabling you to manage your cash flow better.

Debt can be a major source of stress for individuals and families. I explore concrete strategies you can take to help you with your debt.

If you're not familiar with HSAs, they are a great tool for managing your healthcare expenses while also providing tax benefits.

When it comes to retirement savings, a Roth IRA is an investment account that offers significant benefits. Not only does it provide tax-free growth of earnings, but it also allows tax-free withdrawals during retirement.

In honor of President’s Day, we are sharing a pictoral history of our economy. Trust is, and always has been, at the core of the economy. For hundreds of years, that trust has been tested and reinforced, and now more important than ever.

With the sense of renewal that the new year brings, each January, many of us will make promises to ourselves about changes we wish to make, believing that these resolutions will make our lives better.

Yet, studies show that more than 80% of these New Year’s resolutions have already been broken or forgotten by the end of January. In most cases, they are too grandiose or lack direction for success.

November is Estate Planning month. So, it’s a perfect time to discuss your estate planning readiness. It’s not uncommon for someone who has a Will to think that their estate planning is complete, but that’s not necessarily the case.

Do you have a financial plan in place? If not, you’re not alone. A 2021 study by Charles Schwab found that only 33% of American families have a financial plan. So if you’re in that 74% majority, I challenge you to consider putting one in place.

With the daily reporting on inflation and seemingly inevitable recession, it’s reasonable to be concerned about how your day-to-day expenses will be impacted.

While your individual spending habits won’t directly impact the overall economy, there are several strategies you can implement to safeguard your household cash flow.

In the wake of our continued economic uncertainty and rising inflation, you may have questions about what you should do to protect your longterm investments. In this post, I share why taking no action is most likely your best course of action.

Now is the time for women to step back from their children and start concentrating on themselves. One of the best things they can do is take an active role in the household finances, not just the household budget but the investments that are taking place.

The American Psychological Association has found a direct correlation between financial stress and your mental health. In fact, In fact, studies have shown that 69% to 72% of Americans have financial stress and that 20% to 25% have severe financial stress.

In honor of April being Financial Literacy Month, I’d like to discuss some of the basics for laying the groundwork that will ultimately allow you to build wealth: understanding cash flow, eliminating credit card debt, and establishing an emergency fund.

Political unrest can signal market fluctuation, and the recent invasion of Ukraine by Russian forces has caused investors to question what impact they may face as a result. In this video, I share my #1 rule for investing, as well as a few practical money management tips during times of uncertainty.