Spring Clean Your Finances
We’re at the point now where people are starting to glimpse some silver linings around the COVID cloud. One such sliver of good news came when the three credit reporting agencies — Equifax, TransUnion, and Experian — announced they would be offering a free credit...
What I Learned from Money Mindset Coaching
Believe it or not, I’m not 24. My business is! Over the years we’ve evolved from straight bookkeeping to being a comprehensive financial concierge service — doing anything and everything for our clients. Very often that includes getting some background, and hearing...
Those Micro-Investing Millennials Are at It Again
I think a lot of people still consider “millennial” to mean “teenager,” but the reality is that the oldest millennials are 35 years old! They’re marrying for love and building two careers, and the way they spend their money is big business. The most tangible example I...
The Nannies Are Coming: Establish Boundaries and Expectations with a Nanny Contract
Considering the million moving parts in any household, many people are confused as to what they should be asking for in a nanny. And that’s exactly why I recommend a Nanny Contract for any families with nannies. It’s not legally required; just a rule book for your...
Seeing the Forest Through the Sales
Forest-through-the-trees syndrome is a condition that afflicts us all at some point in our lives: We get so entrenched in what we are doing (the trees) that we cannot see the big picture (the forest). And while this is true in all aspects of life, personal finance is...
Celebrating 27 years in business helping people stay financially organized
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