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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
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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
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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
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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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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
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12 Steps to Financial Wellness – Step 9: Build and Maintain an Excellent Credit Score

One of the big keys to financial wellness is building your credit score and keeping it high. This score affects a dizzying amount of your adult life, so pay attention to it! Continue reading
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12 Steps to Financial Wellness – Step 8: Know When and How to Indulge

Believe it or not, you should make room in your monthly budget for indulgences! Without a little fun every month, you’ll be tempted to go off the rails in a big way at some point and really blow your plans. Just be sure to work it into your budget like any other expense and be sure you get a bang for your buck. Continue reading
man putting hundred dollar bills in breast pocket

12 Steps to Financial Wellness – Step 7: How to Pay Yourself First

One of the truest secrets to financial wellness is paying yourself first. This means setting aside money for emergency funds and short- and long-term savings goals. Keep an eye on your spending, and trim where you can to make faster progress. As you go along, check in periodically to make sure you’re making the progress you want. Continue reading