Spending Plans Are for Everyone
Have you ever partially charged your phone, but you got a call — and then partially charged it again when another call comes through — etc., etc.? It makes you wonder about the battery, even though there is no real problem. Likewise, sometimes people think their...
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...
7 Ways to Fight Financial Ignorance
It’s almost like society makes it really easy to spend and borrow money. Wild conspiracy theories aside, people can get caught up in the offers, the complicated interest schemes, and terms and conditions which will never be read. But what happens when the credit...
Who needs a financial concierge? People who want peace in their life!
I think we’ve all been befuddled at some point or other, but it’s never worse than when it’s in an unfamiliar city. Luckily, most hotels have a concierge who will do whatever it takes to help you. So then what is a financial concierge? Like a hotel concierge, a...
Celebrating 27 years in business helping people stay financially organized
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