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Learn more about My Best Strategies for Using Gift Cards

My Best Strategies for Using Gift Cards

Welcome to 2023, my friend. The fact that you have opened this email makes...

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Learn more about How to Handle Financial Stress in 2023

How to Handle Financial Stress in 2023

I was saddened, but not terribly surprised, to hear that just one in three...

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Learn more about 4 Great Reasons to Rent

4 Great Reasons to Rent

As we head into the heart of home buying season I am concerned some of you...

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Learn more about How Credit Unions Can Help You Build Financial Security

How Credit Unions Can Help You Build Financial Security

Those of you who have been with me for a long time know that I have always...

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Learn more about Mid-Year Investment Review

Mid-Year Investment Review

When was the last time you checked that your investments still reflected...

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Learn more about FICO Scores reach record high. I am not celebrating.

FICO Scores reach record high. I am not celebrating.

Earlier this Spring we collectively hit a financial milestone. FICO, the...

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Learn more about Why a Will Is Not Enough

Why a Will Is Not Enough

I get asked all the time “If I have a will, why do I need anything...

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Learn more about How to Deal with a Rate Increase on Your Long-Term Care Insurance Policy

How to Deal with a Rate Increase on Your Long-Term Care Insurance Policy

Many of you are asking me what to do when you receive a rate increase on...

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Learn more about One Financial Decision You Won't Regret

One Financial Decision You Won't Regret

Regret can be a powerful motivator to change behavior....

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