There is definitely a great deal to discuss on the current housing market. Despite the volatility and higher interest rates, many of you are still in the market to purchase a new home. Whether you’re a first time home buyer or you are upgrading from your “starter” home, there are many tips you can implement…
As the leaves begin to change and summer passes, fall is the perfect time to reassess your financial situation and prepare for the final stretch of the year. This season offers an opportunity to fine-tune your finances, ensuring that you’re on track to meet your goals before the year’s end. Let’s take a look at…
As summer draws to a close and we head into the latter half of the year, August is the perfect time to give your finances a mid-year checkup. With back-to-school expenses looming, and the holiday season not too far off, getting your financial house in order now can help you stay on track for the…
Happy July everyone. As summer is well underway and we have surpassed the mid-way mark in the year, it’s a great time to take a step back and evaluate your financial health. With vacations, barbecues, and outdoor activities in full swing, it’s easy to lose track of your financial goals. Here’s a consolidated checklist to…
As we reach the midpoint of the year, June offers a perfect opportunity to take stock of your financial situation. It’s a time to reflect on the progress you’ve made and adjust your strategies to ensure you stay on track with your financial goals. Here’s a comprehensive checklist to help you conduct a thorough mid-year…
May is a perfect time of year to reassess your financial goals and ensure you’re on track to get to where you want to go. Whether you’re planning for retirement, saving for a big purchase, or just looking to improve your financial health, this consolidated financial planning checklist for May will provide you with some…
We all know that being a part of a couple takes work and that open, honest communications is key! We read an interesting article that spoke about how individuals choose their partners and that often times, we match with those who have similar interests and values as ourselves. However, while this may be true, Jenny…
In the realm of personal finance, goals-based financial planning is a strategy that helps shape your financial future and roadmap by aligning your short, medium, and long-term goals. Given the time of year, you may be thinking about establishing a “top to bottom” full financial tune up. By aligning one’s financial strategy with specific objectives,…
As the air warms up and spring is arriving, it’s the perfect time to shake off the winter weather and give your finances a thorough cleaning. From revisiting your financial goals to tidying up your budget, here’s a consolidated guide to March financial planning and spring financial clean-up. Spring is an excellent time to reassess…
Life is a journey marked by various milestones, each accompanied by its own unique set of challenges and opportunities. As humans, we all have goals and milestones that look different, but may involve similar finanicial strategies to achieve them. Whether you’re saving for a down payment on your first home, planning for your children’s education,…