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Resources Menu

Resources

Making things easier for you to achieve your goals by offering resources, workshops, and more to assist you along your financial journey.

Education

bills

Taking Steps to Financial Freedom

Posted: Friday April 30, 2021

We can show you how in just 4 easy steps. “Can I get a new toy?” a little boy asked his mother while at the store. His mother replied, “Not today, we have to wait till Friday when I get paid.” Does this sound familiar? Before the pandemic, approximately 49% of Americans were living paycheck… Read more »

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its time for taxes

Wondering what to do with your income tax return?

Posted: Tuesday March 9, 2021

A proactive approach now will save you later! According to the Bureau of Labor Statistics Data, unemployment was at approximately 55% by the end of January 2021. Unfortunately, American households still struggle with the impact COVID-19 made on their finances and many are having a hard time making ends meet. Fortunately, tax season is upon… Read more »

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checkbook and calculator

Is your budget ready for LIFE?

Posted: Wednesday February 3, 2021

What to do when life happens! Now that we are a few weeks into 2021, we would like to know where you are with your New Year’s resolutions? Many people focus on their finances and typically set some lofty goals such as deciding to pay off all their bills and they think it will happen… Read more »

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lady with two gifts smaller

Gift-giving possibilities that do not include going broke!

Posted: Thursday December 3, 2020

Is holiday gift-giving while maintaining a healthy, on-track budget really possible? With Christmas quickly approaching, many of you may be stressing about the costs that come with the holiday season. From work and school parties to multiple family obligations, you may be wondering how you will pay for it all. This year why not consider… Read more »

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pumpkin and lights display

Thanksgiving on Time and a Budget!

Posted: Tuesday November 3, 2020

November is the month for Thanksgiving! We spend the month talking and preparing for the one day a year where food is the center of attention while getting to visit with family and friends. If you are like many Americans, you spend 2-3 days preparing for thanksgiving dinner while spending another 6-7 hours cooking on… Read more »

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