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Credit Card Capture

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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financially fit 2

Get $ Fit Challenge- May

New Grad?  Kids still in College?  Control that debt! You’d probably agree that too much debt is not a good thing.  When you are young, carrying too much debt can create a precedent one spends many years, or a lifetime trying to pay off.  Debt can be a dark cloud hanging over your life, particularly […]

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financially fit 2

Get “$” Fit Challenge- January

The inheritance no one wants… We as a society get all worked up about the items we’ll inherit if a loved one dies. The china, jewelry, furniture, automobiles, art and houses become minute when it comes to this unexpected inheritance. This inheritance is one not usually discussed in families. Have you figured out when I’m […]

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The Mortgage Planner

To Pre-Pay or Not to Pre-Pay

Sara and I get asked this question a lot from clients. Is there a benefit to paying off my mortgage early? The answer is most always… Well that depends. Everyone’s situation is unique.  Our friend and business colleague Brad Roche, also known as The Mortgage Planner addresses this question quite nicely in his online magazine […]

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