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Budget Annually.  New Year, New Insights.

  You know the view you get when flying in an airplane? Traveling high above the day to day, you can see much farther and gain a new perspective.  You see connections-roads, buildings, neighborhoods, landscapes come together—forming patterns not seen from the ground.  That’s an Annual Budget vs. a Monthly Budget. Monthly budgets are important.  …

A Tale of Two Carrots. 

Have you taken a look at how much you spend on food lately?  Many people who create a budget and look at how much they’re spending each month are surprised by their food bill.   In financial counseling, it’s often the first area that someone tags as wanting to reduce. The Tale of Two carrots is …

2019’s Financial Resolutions

Many Americans want to save more, pay down debt and spend less in 2019. If you do too, you’re in good company. According to Fidelity Investments’® tenth annual New Year Financial Resolutions Study the three most popular financial resolutions for 2019 are 1) Saving more money (a median of $200 per month) 2) Paying down debt …

AVOIDING THE HOLIDAY FINANCIAL HANGOVER

The statistics are out there-telling us, financially, the holiday season is not all merry & bright. Many of us struggle to stick to a holiday budget-if we’ve even attempted to create one. (Am I right?) According to yougov.com, 15% of Americans are still paying off 2017’s holiday debt. One key to avoiding the dreaded Holiday …