by jdrake | Jun 1, 2024 | Blog
JUNE – Do you have a will and power of attorney? While many people don’t like to think about the possibility of an untimely passing, establishing a will and power of attorney is a critically important step in protecting your financial legacy and your loved ones....
by jdrake | May 1, 2024 | Blog
MAY – Summer’s on it’s way! If you’re planning to take a vacation, don’t forget to set a trip budget for yourself to make sure your adventures don’t derail your financial goals. Plan for lodging, transportation, meals, and, of course, some fun extras. Setting a...
by jdrake | Apr 29, 2024 | Blog
APRIL – Does your family talk about money? Setting your kids up for financial success is the greatest gift you can give them as they prepare to step out on their own. Start simple with younger kids by teaching them the value of saving. Then work on a budget with...
by jdrake | Apr 15, 2024 | Blog
FEBRUARY – Time to check on your investments and if you don’t have investments, now would be a great time to get started. Remember, the earlier you start investing, the better off you’ll be in the future. Even as little as $3/day can make a big difference if...
by jdrake | Apr 7, 2024 | Blog
JANUARY- What financial goals are you working on this year? The start of a new year is a perfect opportunity to reassess your budget and make adjustments based on your new goals. Not sure how to organize your budget? Try this: Allocate 50% of your cash to overhead,...
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