October 5, 2017

Family Budgeting Software Comparison

Family Budget – How we hate that word! The initial thought that comes to us is one of RESTRICTION. But, those of us who have been using […]
August 24, 2017

Financial Coach – Who are they and how do they help?

Financial Coaches are individuals who work with clients to change behavior with respect to money. Coaches are not counselors. They do not judge you for the […]
August 3, 2017

6 Steps to Avoid Credit Report Errors

A credit report is a detailed report of a person’s credit history. There are 3 credit bureaus in United States – namely Experian, Equifax and Transunion. […]
July 20, 2017

12 Steps in Buying Auto Insurance

The purpose of buying insurance is to transfer the risk from us (the consumer) to the insuring agency. In case of auto insurance, it is quite […]
July 6, 2017

Basics of Buying Auto Insurance

Recently we were with a client who was unhappy about the prohibitive cost of auto insurance. 87.4% of US drivers have auto insurance,and most of them share […]
April 20, 2017

Student Loan Debt – Pay off vs Seek Loan Forgiveness

One late evening, we received a call from Mr. Booker who owes more than $200k in student loans for a degree that has a beginning pay […]
March 23, 2017

Identity Theft – What you should know?

Recently we received a call from an 82 year old gentleman that made me cringe. He and his wife  had worked hard during their younger years, […]
March 2, 2017

Are you making these big 401(k) /403(b) mistakes?

The terms 401(k) and 403(b) are thrown around often, and most people have no idea what that means. It is simply a retirement savings plan that […]
February 14, 2017

How to STOP Unwanted Catalogs, Junk Mails and Telemarketers

Red Crow Marketing reports that an average person will be exposed to more than 4000 to 5000 advertisements a day. All major corporations have extensive marketing […]
January 1, 2017

Marathon vs Personal Finance – 5 Proven Similarities

Running a half-marathon had always been on my bucket list. However, to start the process I had to register at Run Houston, and create a group for accountability. […]