Articles

Non-Traditional or Alternative Gift Ideas
Posted November 25, 2019

I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like something we all want?! 

Most of us enjoy buying gifts for our loved ones but what do you do if your budget is a little tighter or if you can't think of...

How To Save For Christmas In 2 Months
Posted October 25, 2019

I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However, I am trying to help you save money for Christmas in 2 months so that you don’t have to put gifts on a credit card.

I don’t know anything that will make...

Posted September 23, 2019

If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in America today to have an overwhelming amount of debt. 

Actually, debt is about as common as a Pumpkin Spice Latte in the Fall. But debt...

Posted September 17, 2019

Do you? I mean, really… do you balance your checkbook (or your checking account)??

You are probably in one of three camps right now… Camp #1. Of course, doesn’t everyone? Or Camp #2. No! Do people seriously still do that? Or Camp #3. What on earth are you even talking about??

My...

Posted September 10, 2019

Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank stare. Followed by… “What is that?”

Simply put, a sinking fund is a savings that is for a specific purpose. It is NOT your emergency fund. It...

Posted August 01, 2017

Faith.Investments.Aligned.

For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio. Customized to each client based on their personal risk tolerance and goals, the Christian Values Portfolio has these characteristics...