Are You Keeping Your New Year’s Resolutions?

June 03 2015
A popular New Year’s resolution is to get one’s finances in order—to save more and spend less. But where do you start?  How about creating and implementing a monthly budget?  A budget is a tool that maximizes revenue while planning for bills and monthly living expenses. Your budget begins with income.  Did you know you […] Read More

Member Success Story: Affording a Dream Home

May 27 2015
Building a dream home may seem impossible with so many other financial responsibilities – especially if you’re nearing retirement, but one couple had the dream and made it possible by working with their personal Money Coach, even when several major obstacles blocked their way. Cherie and her husband were in their 50s and 60s, when they […] Read More

Use a Long-Term Care Policy Instead of Retirement Savings

May 20 2015
Worried about having to use your retirement savings to cover expenses for a nursing home or at-home care?  Consider a long-term care (LTC) policy.  It’s an unfortunate fact that many healthcare plans (including Medicare) don’t cover extended stays in nursing homes or long-term care at home.  That’s where LTC policies come in to make it […] Read More