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23 Feb Love is the Air: Life Insurance
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings “All you need is love. But a little chocolate now and then doesn’t hurt” – Charles M. Schultz It is often said that...
01 Nov Annual Financial Planning: Pass the test?
As the end of the year approaches now is a good time to look ahead and get ready for the next year and focus on how you need to change to make things happen. It might be weight loss, more family time, or even better...
04 Aug Making sense of 529 Plans
Earlier this year, my family welcomed its newest member, a healthy baby boy. As other first-time parents can likely attest, it’s a life-changing event on many levels. New responsibilities, altered sleep schedules, changing diapers, and a whole host of different worries. One worry I didn’t...
02 May 3 Money Tips for a New Graduate
Spring is my favorite time of the year. We become more active with outside activities, start to travel and of course our expenditures increase. The month of May also means graduations and new beginnings for many young adults. I want to share with you the financial advice I wish I had received when I was in my 20s, but I didn’t. I had to learn the hard way! I became a certified financial planner. You don’t have to!
14 Aug Live w/ Jim & Anna: Episode #16 – HSA & 529's
MainStreet Financial Planning Live w/ Jim & Anna: Episode #15 Questions: 1:57 – How can I save for college expenses besides a 529 savings plan? 5:12 – How about giving us some details on a health savings account? 11:26 – What do you think of...