Budgeting & Relationships

Putting together a successful spending plan isn’t just about making the numbers work.  The process must also acknowledge the feelings and potential conflict that may arise when an individual, couple or family make significant lifestyle decisions that involve others.  A spending plan is most effective when everyone involved understands and is committed to its success.  […] Read More

If I Want to Save More…

No matter what stage or season of life you’re in, chances are that you’d like to build your savings.  However big or small your savings goal is – whether it’s saving more money to prepare for a possible layoff or furlough, for a fancy date night or a vacation, for your kid’s college years or […] Read More

Reduced Income Action Plan

Here are some next steps and best practices to consider if your level of income has decreased, or you expect it to decrease in the near future. Prioritize Whether you have experienced a job loss, are going through a divorce, a disability, or other income reduction, prioritizing which bills to pay first is an important […] Read More