I am so happy to welcome guest writer and friend Julie Sequeira. Julie is property and casualty insurance agent/expert with American Family Insurance. Because home and auto insurance is one of our largest household expenses, I wanted a little more…
Welcome back to the Costco Boxing Ring! This week, to counter the non-love of Rebecca Kennedy, we have Addie McHale, CFP ® to extoll the virtues of a Costco membership. Kristi: When did you get your first Costco membership? …
For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move. Hold onto your hats, readers! This…
This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition. Read more about Sara at the end…
Life expectancy is a concept that seems basic but is not well understood. If we all knew the exact date of our death, the whole financial advice industry could cease to exist. After all, if you know exactly how many…
I can’t believe it. My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up! The family is promising her lots of visits in our string bikinis to support her and she…
Have you ever seen someone struggling with their finances and wanted to help?
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Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
