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Seven Tips to Help You Prepare For Holiday Spending

Seven Tips to Help You Prepare For Holiday Spending

The holidays are quickly approaching, and with them can come excitement, as well as some financial pressure and many opportunities to overspend. Having upfront clarity around your finances and budget can save you stress later on.  Here are seven key numbers to...
What to do with Your Pandemic Savings?

What to do with Your Pandemic Savings?

So you’re living, working, eating, and basically doing everything at home right now, and have done so for recent memory. You’ve saved money by being stuck at home, but how are you spending it? Follow along to see how Rhonda was able to turn the pandemic...
The Benefits of Refinancing Your Mortgage

The Benefits of Refinancing Your Mortgage

“Interest rates are hitting all time lows!” You’ve most likely seen that phrase at least once during the last six months. You’ve also likely heard someone mention refinancing your mortgage. But is it worth it?  Watch the video and follow along...
Should I Rollover or Cash Out My 401k?

Should I Rollover or Cash Out My 401k?

You have a 401k thanks to your great employer. BUT you’re leaving that job for another awesome employer.  Now you can cash out your old plan or roll it over to the plan your new company provides, but you have no idea what to do.   Follow along with Sam as he...