Clicky

Partner up with a Planner for Financial Fitness

By Jamie Bosse Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week!  Saving money and losing weight...

3 Tips for building an Emergency Fund

By Jamie Bosse Have you ever heard the phrase, “If you don’t have an umbrella, it will be sure to rain”?  Many Americans currently live paycheck to paycheck and have no cash reserves to pay for unexpected expenses or a proverbial “rainy day”.  According to the...

Financial Pitfalls Your College Student Should be Aware of

You’ve kissed your little princess goodbye and sent her off to college this year.  She was top of her graduating class, a star athlete, and is the smartest “kid” you know – you are so proud.  You’ve supported her financially for the last 18 years and now she’s out in...

How to Avoid Breaking the Bank on Back to School

The beginning of the school year is undoubtedly a very exciting and very expensive time for parents.  It has historically been the second-largest shopping season of the year, second only to the winter holiday season. According to the National Retail Federation,...

2 Things that New Parents Should Not Put Off (But Usually Do)

There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...