Author: Elizabeth Gray

News, Events, Resources, Tools & Advice

graphic bar filled with gold dust between 2023 and 2024

Start it Right

Take time to conduct a year-end financial checkup to start the new year on the right foot. Continue reading
black and white silhouettes of people dancing

There’s Nothing Funny or Romantic about a RomCon

I love a good RomCom just like so many others but a RomCON is not something I want to experience. If this new online relationship seems too good to be true, it probably is. Please read to see if you may have fallen victim to these online casanovas/femme fatales who know just what to say to get you to fall for them and their schemes. Continue reading
2023 planner on desk with keyboard, coffee, glasses, and phone

New Year, New Money Habits: How to Stick With It in 2023

Are you tired of making New Year's resolutions only to see them all fall by the wayside by March? We've got some great ways to help you keep your financial resolutions this year! Continue reading
piggy bank on top of a calendar with money hanging out

Taking Steps Toward Financial Improvement for the New Year

This year, how about getting your finances in shape? We have steps to help with just that! Continue reading
notepad with 'time for review' written on it

12 Steps to Financial Wellness – Step 12: Review and Tweak

Here we are at the end of our year-long journey to financial wellness. We hope you've learned a lot and your financial picture is brighter now! It is time to review.  Continue reading
bewildered woman holding shopping bags outside under Christmas lights

Tracking Holiday Spending Keeps Seasonal Stress Down

With the price of just about everything going up and uncertainty all around, it is more important than ever to have a plan for the holidays and stick to it. We've got plenty of ways for you to enjoy the season while staying on a budget. Continue reading
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12 Steps to Financial Wellness – Step 11: Start Investing

Got your financial house pretty much in order and ready to start investing? Great! There are some big decisions to make, and we can help! Continue reading
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Don’t Get Caught in a Grandparent Scam

The grandparent scam has been around for decades, but technology has made it even easier for scammers to carry out. Find out what to watch for and how to avoid it! Continue reading
Senior Woman looking at laptop

12 Steps to Financial Wellness – Step 10: Plan for Retirement

Once you’ve got your financial present taken care of, it’s time to plan for your financial future, namely retirement. There are multiple ways to save for your golden years, with a 401(k) through your employer or a conventional or Roth IRA. They each have different rules, so pick the one that fits your needs the best! Continue reading