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Financial Planning – Why you need to do it!

In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS?  Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]

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Is Failure Expected?

Resolve to succeed instead! It’s that time of year when we all hear a lot about “New Year’s Resolutions”.  Webster’s Dictionary provides various definitions of the word Resolution:   Firm determination. An act of resolving to do something. Separation or reduction of something into its constituent parts  A decision of a court of law” among […]

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Merry Christmas!!

Merry Christmas Everyone! We hope your Christmas and Holidays are exciting and full of celebration and happiness! We wish you a Merry Christmas! We wish you a Merry Christmas! We wish you a Merry Christmas and a Happy New Year! From Snoopy’s home, to Ours, to Yours, Sara, Joyce, Sara Kathryn

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Happy Thanksgiving!

Thanksgiving Day will be here before you know it! I’ll be cooking up my annual turkey, corn pudding, stuffing, and all the other goodies my family appreciates and wants for our holiday meal. We share our table with friends and those who don’t have family locally or at all. Do the same; invite someone to […]

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financialAid101

Financial Aid 101

Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. What is financial aid? Financial aid is money distributed primarily by the federal government and […]

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Get $ Fit Challenge- October

Today’s blog is from our Social Media Coordinator Sara Howard. This is my story… Life Experience Can Change Everything… This year’s Breast Cancer Awareness month has seemed to evoke new emotion in me.  I have not had breast cancer yet, but grew up with a Grandmother who had and kicked its booty. My Grandmother Irene was […]

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Millennials, The Unknown Generation

Are You on the Same Wave Link As Them? As Business owners and parents it is important to remember the future of our companies and of society are millennials. I try to take the opportunity to learn from them and see how their suggestions can fit into my business. Having two millennial children also helps me to see and […]

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Kids are Smart! Teach them Early!

Financial Education for Children. Have you started educating your children about financial basics? It is always best to start at a young age, but it is never too late. At a young age, our children are able to understand what money is and how it is used through observing us. Here are some key basics […]

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5 Things You Can DO With an IRA That You Can’t With a 401 (k)

All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment […]

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Credit Cards: Is It Time To Bring Them Out To Play or Keep Them In For A Rainy Day?

Credit Cards are the cherries conveniently placed on top of our ever-growing loans.   Credit cards are not cash. They are a loan that must be repaid. Managing credit is a Smart Financial Strategy For Life! Credit cards are a fact of life and they are not going away by themselves anytime soon. Since the […]

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