financial goals

3 Tips for attending college on the cheap

August 29, 2014

The title of my local newspaper’s editorial is ominous: “Student loan debt casts long shadow.” It presents the latest report released by the Campaign for […]

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American Banking in the Twenty-First Century

March 14, 2014

Over the past decade or so, banking officials made a fascinating discovery. They found their customers to be an untapped source of bounty, with depositors […]

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5 Easy ways to take control of your personal finances

January 29, 2014

When I started my financial planning career seven years ago, I quickly learned that the people who were financially successful were the ones who dedicated […]

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Financial planning: Lessons from other Moms

October 17, 2013

Disclosure:  This article was written pursuant to our engagement by brightpeak financial. All views expressed are entirely my own, and were not influenced or directed by brightpeak […]

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Moms need life insurance too

May 2, 2013

To say that moms “do a lot” is an understatement.  A mom is a chef, a counselor, a teacher, a nurse and so much more.  […]

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Financial housekeeping: Review your beneficiary designations

April 24, 2013

With so much going on in our busy lives, it can be difficult to take care of financial “housekeeping” chores, even though we realize their […]

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Nine tips to manage your money as you start a family

January 25, 2013

As a woman, you’ll go through many life stages. Some stages will require you to completely change your financial plan while others will require just […]

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When couples fight about money: Shared finances or separate accounts?

January 2, 2013

Most couples fight about one of three things; money, sex, or kids. If money is causing strife in your married life, it could make sense […]

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