budgeting

Making Summer Count

As the mother of two middle schoolers, at this time of year my thoughts turn to how to keep them busy over the summer. While we have a family vacation planned and they’ll go to a few camps, I also like them to learn something new over the summer. Given my job as a financial planner, that typically involves learning [...]

Making Summer Really Count

If you’re like me, as summer break nears for my kids, I start to ponder how I can get the most out of the summer and make sure they learn something new or don’t slip too much academically during the break. Given my passion for financial literacy, I try to find ways to have them learn useful financial life skills. [...]

How to Not Break the Bank This Holiday Season

The holiday season is upon us. This time of year can be filled with lots of fun activities and positive emotions. However, it can also be a stressful time for many, running from one party to the next, trying to get it all done in time and wondering how you are going to pay for it [...]