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Debunking Myths About Debt Management Plans
Posted 5/21/2024 by Lisa Ohnemus

Debunking Myths About Debt Management Plans

Debt management plans (DMPs) are a popular tool for individuals looking to regain control of their finances. However,...

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Mental Health Awareness Month
Posted 5/9/2024 by Lisa Ohnemus

Mental Health Awareness Month provides an opportunity to focus on the various aspects of well-being, including financial health, which can significantly...

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Money & Marriage
Posted 3/11/2022 by Melissa Winger
 

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...

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Financial Wellness
Posted 12/16/2021 by Melissa Winger

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...

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Holiday Budgeting
Posted 10/11/2021 by Melissa Winger
Holiday Budgeting 

 

During the holidays, additional strains to our personal expenses occur which can make budgeting an even more difficult task. In order to manage expenses during the holiday season, consider the...
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Make Savings a Priority in your Budget
Posted 9/9/2021 by Melissa Winger

Make Savings a Priority in your Budget

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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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