April 12, 2018
Let’s get this straight – We all make mistakes and that is human. However, what differentiates a successful person from others, is their ability to learn […]
April 4, 2018
Michelle came to us one day and she was well over her budget for the month. As usual eating out was her bank breaker. We asked […]
February 8, 2018
Student debt has reached an astounding 1.3T,and many young graduates are struggling to make a living as a result. Parents and society at large are now coming […]
October 5, 2017
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 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
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
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
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
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
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, […]