Never skip leg day. And don’t skip estate planning either. This week’s workout: Prepare Your Legal Documents Your estate plan is like a workout program, one that supports all the …
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News & Insights
Five Money Lessons Every Parent Can Teach
As parents, we strive to give our children the best start in life, and that includes teaching them about money. This might seem like just another task on your to-do …
How Military Service Can Impact Your Credit (And How to Own It)
A good friend of mine was ready to buy his first car after joining the military. He did his research, found the perfect car, and was excited to call it …
How to Save and Invest for the Future
Investing for retirement is a marathon so take it one mile at a time. This week’s workout: Save and Invest for the Future The road to retirement is paved with …
Protect Your Life, Loved Ones, and Possessions
Fight money mayhem with confidence! Insurance is excellent financial defense. This week’s workout: Protect Your Life, Loved Ones, and Possessions Financial empowerment is about more than going on the offensive …
Thinking About Crypto?
As a Certified Financial Planner® professional, I’ll admit—I was very skeptical of cryptocurrency as a legitimate investable asset. And who can blame me? When I first wrote this blog a …
Use Debt Responsibly
Stay strong with your New Year’s resolutions! Learn how to flex on your debt. This week’s workout: Use Debt Responsibly Find financial balance and strength by using debt wisely. Like …
Save for Emergencies
Does your wallet need a spot? An emergency fund is the key to getting through tough times. This week’s workout: Save for Emergencies Be ready when things go sideways. From …
Spend Less Than You Earn
New year, new you! Cut “empty calories” from your budget. This week’s workout: Spend Less Than You Earn Count calories in your budget, by tallying dollars coming in and going …
Have a Financial Game Plan
Happy New Year! It’s time for healthier finances… and a wealthier you. This week’s workout: Have a Financial Game Plan Start your financial training regimen with an honest assessment of …
Dependent Care Costs? DCFSA May Help!
Balancing family life with military life is a major task, often requiring support from dependent care providers. If you’re covering the cost of care for your loved ones, you already …
Money After the Military
It’s been 20 years since I left active duty, but as a Reservist, I often speak with service members who are eager to separate from the military and start a …





