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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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