December 28, 2019
Fresh Start: Tips for a spending plan vs. budget
The New Year brings with it the opportunity to make a fresh start. Reviewing your finances after holiday spending is an important part of that fresh start! Here are some tips to create a more modern and user friendly budget […]
November 22, 2019
Student Loan Debt – Tips for You and Your Kids
84% of borrowers or 8 in 10 adults with student loans say that loans are tanking their retirement savings. This according to a report on the impact of student loans by the MIT AgeLab, sponsored by TIAA. Are you one […]
November 6, 2019
What Should Financial Advice Look Like?
Hiring a financial planner or financial advisor to assist you with investing for retirement is common. But, when asked what your advisor or planner does for you, what is your answer? We typically hear from folks that their advisor invests […]
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 […]
There’s an excitement at the beginning of that “something” you’ve been looking forward to. Some eagerly anticipate the opening day of their favorite sporting event. For others, it’s the sound of silence at home as the kids head back to […]
June 18, 2019
How’s Your Retirement IQ?
Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The surgeon […]
May 20, 2019
Help your Gen Z’er find their way Financially
While Millenials are currently the largest population segment, having surpassed the Baby Boomers, according to a 2018 Bloomberg analysis of United Nations data, using 2000/2001 as the generational split, Millenials are about to be surpassed by Generation Z. Gen Zers […]
April 17, 2019
Do You Kazoo!
What is Kazoo? Kazoo is a financial planning Membership designed to provide you with affordable, broad access to financial planning professionals. Who is Kazoo for? Kazoo is designed for individuals and families who may be starting on their path toward […]
April 30, 2018
Managing Your Money with Intent…Peace of Mind
Being intentional with your money can make a difference. When you consider the many things in life that can cause you stress, money is a big one. In fact according to a 2017 American Psychological Association Stress Statistic, for 62% […]
March 9, 2018
Inflation and How It Impacts Your Money
So what’s inflation all about and how might it impact your money? In 1926, a U.S. Postage Stamp cost $.02 cents. Today, a stamp costs $.50 cents. If you had $1.00 in 1926, placed it under your mattress, and pulled […]
