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Needs vs wants. Now we get it. Financial lessons have traditionally focused on the conflicting priorities of spending on needs vs wants. We ask ourselves this question (or rather, we should) as we hold an item at the store and contemplate its purchase: “Do I really NEED another black dress?” Likewise, we don’t think twice […]

Financial control amid COVID-19 is possible. Things feel pretty out of control for many of us right now as we experience the changes in our lives brought on by this coronavirus. For our sanity, it seems vital that we control what we can and accept what we can’t, all while recognizing our responsibilities to society […]

We all need a little help sometimes. And oftentimes it’s a lot of help that we need to take charge of our finances. Money matters can seem overwhelming.  Where to start?  We have just the thing to help: Our Quick Guide to Wrangling Your Money provides ten easy things you can do today to put […]

In the time of this pandemic, we all would like to feel a little more in control of our situation. In that spirit, here are 3 tips on how to take control of your money now. Tip #1 – Cut out unused expenses. Some expense reduction may be coming naturally right now such as saving […]

How can I increase my tax refund? This is a common question that I receive this time each year from clients and friends alike. The simple truth here is that there aren’t a whole lot of chances to change your tax situation once you’ve passed into the next year. But I didn’t say there weren’t […]