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Thrifting for Saving
Posted 8/5/2021 by Linda Jacob

Linda L. Jacob, AFC ®, CFP®
Financial Counselor


A friend of mine recently posted on Facebook.  It said “Instead of a party bus that stops at bars, who would join me on a party bus that stops...
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Out of Debt- Now What?
Posted 3/31/2021 by Linda Jacob

Out of Debt?  Now What?

By Linda Jacob, AFC®, CFP®

 

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

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Plan For Your Upcoming Tax Return
Posted 2/10/2021 by Linda Jacob

Plan For Your Upcoming Tax Return

By Linda Jacob, AFC®, CFP®

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What We Learned in 2020
Posted 12/30/2020 by Linda Jacob

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...

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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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What you need to know about Debt Collectors!
Posted 11/6/2020 by Linda Jacob

What You Need to Know About Debt Collectors

By Linda Jacob, AFC®, CFP®

If you are being contacted by debt collectors for past due loans, it’s important to know what they can and can not do.  The Federal...

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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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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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