June 21, 2021
Critical Steps to Manage Your Money
It may take a few passes by that classic book until you actually pick it up and begin reading. But once you do, a classic story can keep your attention and refresh your mind. After a few paragraphs or chapters, […]
December 28, 2020
You’re Curious About Your Money – Start Here!
You’re curious about your money and want some help, but not sure where to begin. START with our no cost MYBLOCKS and learn more about your financial life with fun sprinkled in along the way! And, if you need more […]
December 14, 2020
Retiring Soon? Know about the 5-year test?
Are you thinking about retiring soon? Do you have a good handle on what you spend on a monthly and annual basis today? If you think you do, think again. The detail here is important. There are alot of retirees […]
November 2, 2020
How to Manage Your Money and Reduce the Stress
Have you ever heard these words? “Control what you can control.” It’s easy to say but this year, far harder to put into practice. Among employed adults in 2020, 68% report their job or employment has been negatively impacted by […]
September 1, 2020
Volatility, Cycles…What’s Your Plan?
It was at the beginning of June that we decided to restart an old hobby of ours…cycling. The catalyst was a sincere need to get outside with the wind at our backs and just ride. Being cooped up inside on […]
August 3, 2020
What Should Financial Advice Look Like?
The days we’ve all endured in 2020 have been unlike any we’ve experienced in the past. Our cheese has been moved! And millions of Americans have been financially impacted by these historical and unprecedented times. Yet, many Americans have begun […]
July 7, 2020
When Can I Retire?- 7 Tips to Get You Started
When can you retire? The answer is…when you have enough money to meet your financial life needs for as long as you live. Now, let’s determine how long you’ll live, what your expenses are today, what they’ll be tomorrow, and […]
June 15, 2020
Financial Literacy Starts with Being Intentional: Quiz
Thinking about your money lately? Life’s busy pace often takes the intention out of the mix when it comes to things like money. In fact, a majority of Americans believe they’re financially literate, yet, a recent Standard & Poor’s survey ranked […]
November 15, 2019
How to Plan For Your Retirement – Important First Steps
We regularly work with people who are planning for retirement. So, we find it interesting that the MIT Age-Lab recently asked individuals to provide five words for how they imagined their “life after career.” Here are just a few of […]
September 13, 2019
Does Money equal Happiness?
According to a recent survey, 92% of people surveyed say nothing makes them happier or more confident than having their financial house in order. But, does money equal happiness? This is an ongoing conversation. Does money make you happy or […]
