I provide personalized service that transforms clients' relationships with money and helps them practice financial management skills that they can use every day to build their best lives.
The Penny Post: A Nerdy Holiday with a Powerful Money Lesson
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Where Penny-Smart Meets Life-Savvy
I provide personalized service that transforms clients' relationships with money and helps them practice financial management skills that they can use every day to build their best lives.
Hi Reader! It’s that time of year when everyone seems to have a March Madness bracket to fill out. The office pool, the neighborhood bar, the family chat - everyone is weighing in with their picks. Now, I could give you my best tips for picking a winner (I pick by cutest mascot, of course), but I’m going to suggest a different type of contest. Having discretionary or fun money is essential to sticking with a budget. A restrictive diet rarely works long-term, and money is no different. But the...
Hi Reader! Let the Good Times Roll! Parties, parades, music, and food - Mardi Gras is known for fun, indulgence, and excess. But when you are on a budget, you may feel like you have to choose between being frugal and saying no to a social life or going out and blowing through the budget. It doesn’t have to be either extreme. But it can mean some strategic planning and communication. When money is tight and your friends have big plans, you have three options. Say thanks, but not right now....
Hi Reader! You’ve probably been on a movie date, a dinner date, maybe even a blind date—but have you ever been on a money date? If you’re in a partnership where you share expenses, having regular money dates can help you stay aligned as you work toward your future goals. They strengthen communication, prevent issues before they start, and yes—they can even be fun! Steps to a Money Date Set the vibe and clear distractions. You want both partners to be relaxed, ready, and focused. Whether it’s...