Like all of us, I’ve experienced financial challenges over the years. Even being a financial planner doesn’t make you immune to money problems. I know from first-hand experience that managing …
Mind Your Money
Thursday August 24, 2023
News & Insights
Back-to-School on a Budget: Schooling Your Teens
Friday August 18, 2023
Want to feel old? Go back-to-school shopping with your teen like I recently did. You’ll learn the latest fashion trends, hairstyles, and lingo to make the upcoming school year a …
The $500,000 SGLI Surprise: Glass Half Full or Half Empty
Tuesday April 11, 2023
Every now and then, something unexpected comes our way. Sometimes, we’re not exactly sure how to interpret it. Glass Half Full? Take, for instance, the recent $100,000 increase in the …
Housing Options for Your Next PCS
Monday April 10, 2023
The moment you receive PCS orders, a million to-dos come to mind, and one of the first orders of business is to find your next home. That can be easier …
Everyone Needs an Emergency Fund
Monday April 10, 2023
Murphy’s Law – Anything that can go wrong will go wrong. I’m the spouse of a retired Service member, and while I miss many things about military life, I don’t …
Credit Card Debt – The Struggle Is Real
Sunday April 09, 2023
It’s OK to struggle with high-interest rate credit card debt, but it’s not OK to stay that way. As a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience, I’ve …
“Ugh” to “Oh yeah!” — Taking Advantage of Deployments!
Saturday April 08, 2023
Over the course of a 30-year military career, I’ve deployed on multiple occasions. My time in uniform, coupled with more than 20 years as a financial planner, has provided several …
Went to Bed Carefree, Woke Up a Caregiver
Thursday April 06, 2023
Life is uncertain. Life is unpredictable. We’ve heard this many times but most of us never really understand the true meaning until something happens to change the course of our …
Limit Travel Woes Before You Go
Tuesday April 04, 2023
Last year I took a trip, and anything that could go wrong travel-wise, did! Flight cancellations, lost luggage, and weather delays — all of these incurred a slew of unexpected …
Take Charge of Your Credit Score
Sunday April 02, 2023
Not long after I finished college, I bought my first car. I applied for a loan and was surprised by the high interest rate, making it difficult to afford. The …