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Old Ways Won't Open New Doors
Posted 11/18/2020 by Linda Jacob

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...

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We aren't just for people in trouble!
Posted 10/12/2020 by Linda Jacob

We Aren’t Just for People in Trouble

By Linda Jacob, AFC®, CFP®

If you are able to make your monthly payments on your credit cards, but the balances just don’t seem to go anywhere, we are the program for...

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Personal Finances During a Recession
Posted 10/6/2020 by Linda Jacob

Personal Finances During a Recession

By: Linda Jacob, AFC®, CFP®

When the US is not in a recession, consumer confidence is high and people are spending money and enjoying the “good life”.  But what...

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Bonus Checks
Posted 9/25/2020 by Linda Jacob

Bonus Check – Do’s and Don’ts

by Linda Jacob 

 

It’s always so fun and exciting to get a bonus check (or a stimulus check, welcome to 2020). Our minds go crazy thinking about all the fun and...

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The Best Kept Secret ...How does a Debt Management Plan Work?
Posted 9/9/2020 by Linda Jacob

How Does A Debt Management Plan Work?

by Linda Jacob 

When you enter into a Debt Management Plan or DMP, you will make a monthly payment to your DMP company, who will in turn send a payment to each of your...

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Budgeting Guidelines
Posted 8/24/2020 by Linda Jacob

Budgeting Guidelines

by Linda Jacob 

There is no magic budget that works for everyone.  We all have different needs and desires, so each of us will have our own categories and ideas about how we want to spend...

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Setting Financial Goals
Posted 8/6/2020 by Linda Jacob

Setting Financial Goals

by Linda Jacob 

Goal setting is the step most people want to skip.  It takes time and effort.  However, setting goals is the platform for your successful money...

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Managing Finances as a Couple
Posted 7/23/2020 by Linda Jacob

 

Managing Finances as A Couple

by Linda Jacob 

 

When a couple can come together when it comes to money, it can be very powerful.  Both for their relationship and their wallet.  When...
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Do You Have a Leak in Your Wallet?
Posted 7/6/2020 by Linda Jacob

Do You Have a Leak in Your Wallet?

by Linda Jacob 

Are you someone who has more month than money?  Ever go to the ATM machine, take out $40.00 and two days later you have no idea where your money...

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Surviving a Financial Hardship
Posted 4/17/2020 by Linda Jacob

Surviving a Financial Hardship

by Linda Jacob 

 

During this COVID-19 Pandemic, many people are experiencing financial difficulties.  A loss or reduction of income can be frightening, but there are...

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