4 Steps for Appointment Success

Whether it’s your first appointment or your third, you can make the most of your time with your Money Coach using the following tips. Prepare (It’s key!) Gathering information ahead of time will help your coach provide the best road map for your situation.  Whether it’s credit reports or spending history, account balances or pay […] Read More

Last-Minute Travel Protection

Planning to squeeze in another vacation before the school year gets busy?  Make your trip even more enjoyable and stress-free by planning for great fun, good finances, and potential fraud.  Here’s a quick checklist of precautionary steps you can take to ensure a good time: Review Your Budget Did you know that the average person […] Read More

5 Things to Consider in a Divorce

Joint accounts and beneficiaries are just a couple of things you might overlook when you face the emotional upheaval of a divorce.  With such a huge life change, it’s completely understandable, so we’ve compiled a quick list of things to remember – including how you can get a whole team of support. 1.  Joint Accounts […] Read More