A Tale of Two Coffees

A Tale of Two Coffees

Clients hire me to help them gain control over their financial situation. A main principle I use….is to keep the things you really enjoy and value in the budget. Coffee comes up a lot! Here is the story I tell my clients as we decide if drive thru coffee is the best...
5 Things You Need to Know About Your Old 401k

5 Things You Need to Know About Your Old 401k

Most of us have a few employers during our career; that means a few 401ks. When you leave a job, there are choices what to do with the retirement money you have saved. The important things to consider are: maintaining control, taxes, costs and the implications of an...
Financial Aid: 6 Things You Should Know

Financial Aid: 6 Things You Should Know

When you have kids approaching college, Financial Aid is a critical topic. Colleges have a “Cost of Attendance”, the total cost of a year. Then the FAFSA form is used to determine the “Expected Family Contribution”, the amount they say mom and dad can afford to pay....