It’s been said that “Teamwork Makes the Dream Work!”. That holds true in a marriage too. Studies have shown that couples who work together as a team when it comes to money are more successful with budgeting, debt...

Financial Wellness Planning 2022

Before we know it, this year will be over, and 2022 will be here. Along with a New Year comes fresh goals, hopes, dreams, and resolutions! Budgets and personal financial goals are important to...

Make Savings a Priority in your Budget

Out of Debt?  Now What?

By Linda Jacob, AFC®, CFP®

With tax season upon us and many of us getting...

Plan For Your Upcoming Tax Return

By Linda Jacob, AFC®, CFP®

2020 – What We Learned

By Linda Jacob, AFC®, CFP®

The year is almost over!  So many of us are looking forward to 2021 after making it through 2020.  But as we look...

by Linda Jacob 

If you’ve ever been in the situation where you have to decide whether to pay for your prescription or put groceries on the table, you know how scary that can be. What many people don’t know is...

Old Ways Won’t Open New Doors

By: Linda Jacob, AFC®, CFP®

I recently saw this saying and took a picture of it with my phone, so that I...