401(k)rash Course
Maybe you have no idea what a 401(k) is and why it’s important or maybe you want a little easy refresher breakdown. Bottom line, planning for your future is the most important thing you can do in the present, so whatever you do, enroll. Turn all your 401(k) questions into 401 K, I can do […]
Finding Joy in Retirement
We often think retirement will be a carefree time, without work worries what do we have to stress about?! The children are grown and out of the house (hopefully!), you’ve saved enough to live modestly or extravagantly, and you now have the time plus the health to be able to live some big dreams. You […]
Marrying Later in Life, in Love and Finances
Finding your soul-mate later in life can be great, whether it’s a second marriage or first time out of the gate. Blending finances successfully together is one area that can be harder to accomplish as you get older. You’ve lived a whole life separately before now and both worked so hard to achieve goals financially, […]
How to Apply for a Personal Loan
A personal loan is an excellent idea when you want to use it to reduce your current debt. This loan allows you to take a high interest debt, consolidate it to be a lower interest rate, and pay it over a period of time that works for your budget. Be sure you’ve done the work […]
What Type of Personal Loan is right for you?
The world of loans is like speaking a different language at times, and if you are not fluent it can be very difficult to find the right ones to fit your needs and lifestyle. For every stage in life there is a loan. If you need money for your education, there are loans for that. […]
Cutting Expenses when Money is Tight
Throughout your life, there will likely come a time when money is tight. The stress that occurs due to lack of funds can easily affect your day to day happiness. During lean times, we often get an itch to cut whatever expenses we can. Easing the burden of financial strain might be easier than you […]
Four P’s for First Time Home Buyers
I might argue that working with first time home buyers are my favorite clients to have, although it can be the most involved and require the most work. I don’t mind it and much more than that, I love the fact that I get to play a part in someone’s monumental season. First time buying […]
Make Money Buying
The saying goes, ‘you make money when you buy in real estate, not when you sell.’ Isn’t that an interesting concept? We say this for a few reasons; the first: when you buy and hold real estate, you have the investment and the value of its worth in your hands – a current value you […]
Disney Credit Card Perks
Are there any Disney lovers out there? Disneyland is the happiest place on earth, and it can be even better with some of the perks and savings from using a Disney Credit Card. Shopping for credit cards is a task everyone must go through at some point. There are so many options and they all […]
Family Activities on a Budget
Spending time together is an essential ingredient in the recipe for a happy family. The bonding that occurs through quality time is a beautiful thing. Don’t let your budget hold you back from creating memories together. Here are a couple inexpensive or free activities you can do as a family. Hiking Hiking is a great […]