Tax season is officially over.  You may have received a refund or you may have owed some money.  If you received a refund, that is great news.  But, what should you do with the...

Client A gets an official looking “ad” in the mail. The company knows about how much debt he has, and the letter makes big promises about how he can pay off his credit cards with no interest and for just half the amount owed. The...

Sometimes a scam is blatant. A fake company calls or emails and tries to gain financial information. In those cases, it’s easy to hang up or just delete. Other times, the scam is harder to uncover. It could be...

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®