02/02/2026
If you feel stuck financially living your own personal Groundhog Day, here are some tips and tools to get you unstuck.
Are You Living a Financial Groundhog Day?
Are you Living a Financial Groundhog Day? This article will help you escape the rut you find yourself in financially.
01/20/2026
This five minute assessment may unlock the next step in your financial journey.
Unlock Your Financial Potential with Our Quick Assessment
It is the start of the year, which means it is time for self-assessment. What things do you want to change? How do you want to do things better this year? What kind of person do you want to become?…
01/30/2025
A backdoor Roth sounds shady. Is it legal, and if so could it help you build a better retirement?...
Psst! Is this Backdoor Roth Legal?
A backdoor Roth sounds shady. Is it legal, and if so could it help you build a better retirement?
01/09/2025
Try Something Different in 2025 When you find the perfect gift for someone you love, gift giving can be pure joy. When you are pressed for time to find gifts for all of your friends and extended family members out of obligation, it can be a real chore. No matter how your holiday season gift giving went - joyful or painful - one thing may still ring true in January....
Gift Giving Hangover?
Try Something Different in 2025 When you find the perfect gift for someone you love, gift giving can be pure joy. When you are pressed for time to find gifts for all of your friends and extended fa…
01/08/2025
Are resolutions the best path to change?...
Got Resolutions?
Are resolutions the best path to change?
11/15/2024
Weight lifters need a spotter. Mountain climbers need a harness and ropes. You need a financial safety net, but who is holding that net for you?
Who is Holding Your Financial Safety Net?
Every weight lifter needs a spotter in case they can’t quite manage that last rep. Every mountain climber needs a safety harness and ropes in case they lose their grip. And every consumer nee…
09/12/2024
What's really in your wallet? Credit cards come with a lot of power and responsibility. Is a credit card the best way to get ahead? Let's find out.
What’s Really In Your Wallet?
You have heard the phrase “with great power comes great responsibility.” Consider the amazing power you carry with you every day. You carry a phone that can call anywhere in the world. …
05/23/2024
Use the power of information to save you money. Using the 6 tips I describe, I saved almost $3,000 in the past year. Read and take charge of your bills today.
How I Saved $2,965 in 6 Hours
Savvy consumer tips can lead to significant savings. I offer six tips that saved me $2,965 over the past year. Taking control of your bills pays off!
05/02/2024
Do you get a sinking feeling when big bills arrive? Use a sinking fund to conquer that feeling. Here's how.
Eliminate Sinking Feelings with Sinking Funds
Do you get a sinking feeling when big bills arrive? Use a sinking fund to conquer that feeling. Here’s how.
04/16/2024
It's Financial Literacy Month! Time to party! Check out these age-appropriate ways to "celebrate" and move toward a better financial future.
Happy Financial Literacy Month!
It’s April which means it is Financial Literacy Month! But you already knew that. We are in mid-month now and I know you have been busy decorating your house in the customary Financial Litera…
04/06/2024
Roth IRA vs Traditional IRA
“Do the Math” Series In the financial world you can find all kinds of advice. Some people will sell you a life insurance policy as an investment. That’s like using a parachute for…
04/05/2024
Around tax time, you might be thinking about IRAs. Roth or Traditional, which is better? Find out in this article.
Roth IRA vs Traditional IRA
“Do the Math” Series In the financial world you can find all kinds of advice. Some people will sell you a life insurance policy as an investment. That’s like using a parachute for…