Whether you have a short list of Christmas shopping to get done or it feels like a mile long, I'm going to share some tips so that you can be smart while you shop and not feel that dreaded holiday hangover in January.
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Not every money win has to be big. We need to celebrate the small wins, the changes we make that might not seem worthy of celebrating at first glance but have a bigger impact than you think.
In this episode, I'm going to share 5 things to consider in order to complete your mid-year financial check-up. It's important to check in on your finances to ensure you're staying on track with your financial goals, preparing for the future and making needed updates.
In this episode, I give some insight into our Cannabis Related Banking Program. If you are a cannabis business or employee, take a listen and reach out to our team of experts!
In this episode, I'm going to go over the pros and cons of getting a tax refund.
The holidays are over but chances are, you're still feeling the effects. From gift giving and meal planning to traveling and parties, it can be a stressful time of year. In this episode, I share some tips so you can get your finances back on track and even start prepping for the upcoming holiday season.
2024 is right around the corner which means it's a good time to take a look at your finances. Let's get ready for the new year by talking about money habits that are good for your financial health. These 6 habits will help you avoid financial mistakes, reach your goals and achieve financial stability.
In this episode, we're going to do a very quick and easy step-by-step guide on building or rebuilding an emergency fund. These steps and strategies will not only help you recover in uncertain times but also strengthen your financial cushion.
There is a lot to know about social security so in this episode I talk to Certified Financial Planner, Nick VanGeest, to help break it down. Nick gives expert insight on the social security system as well as what you can do to be informed about your unique circumstances.
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