Personal Finances

A hopeful message for 2022

As I sat down to write my final article of 2021, I began to put together a list of the blessings I personally have experienced in the past year and to invite you the reader to do the same. However, the more I wrote, the more disingenuous it began to [...]

By |December 28th, 2021|Categories: Personal Finances|

Ready to Retire???

Covid has been hard on us all, but maybe harder on Baby Boomers than any other group.  A recent survey conducted in August by Coventry Direct provides some interesting insight into the mindset of today’s working seniors. According to the survey, nearly 4 in 5 Boomers wish to retire earlier [...]

By |October 12th, 2021|Categories: 401(k), Personal Finances, Retirement|

Money and Marriage

This past week I met with a newlywed couple to give them a crash course on personal finance. Like so many young people, they already had a base understanding of money, but wanted to make sure they were doing the right things as they started their life together. As we [...]

By |August 16th, 2021|Categories: Personal Finances, Resources|
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