Your credit score is one of the most important measures of your financial health! I have found that few advisors have a handle on how to coach their clients to improve their credit scores. There are ripple effects to having good or poor credit. The better your score, the easier you will find it to be approved for new loans and or…read more →
Now that we are in the first quarter of 2020 it’s easy to get off track from our goals. Follow these 6 tips and with a little time and effort your 2020 finances will be more organized and less stressful. Organize your paperwork: It’s hard to feel in control when you can’t find anything. Gather all papers, shred duplicates/old statements…read more →
Six out of ten American’s will make some type of financial-based new year’s resolution for 2020. Usually, there’s a triggering event like receiving your December 2020 credit card bill or spousal pressure to name two. Follow these tips; Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in. This will…read more →
Last year people spent on average $1,000 per child for the holidays. Heed these tips to avoid out of control spending: JoinHoney.com: On your iPad, desktop or laptop click www.JoinHoney.com and add the extension. This extension (not for phones) automatically searches for the best price and attaches coupons, often cheaper than Amazon when you are checking out! Make a budget:…read more →
For kids, shopping for new gear and supplies may be the coolest part of going back to school. This doesn’t mean you need to “break the bank”. Try these tips to save big money this year. 1. Make a list then check the house first: Go through all closets, utility drawers and storage areas first. You may already have many…read more →
Six out of ten American’s will make some type of financial based new year’s resolution for 2019. Usually, there’s a triggering event like receiving your December 2018 credit card bill or spousal pressure to name two. Follow these tips: Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in. This…read more →
NYC is a great place to visit however it can burn a hold in your wallet Check out these options! Top of the Rock Observation Deck and MOMA (Museum of Modern Art). You can get a combination ticket to visit both for $44 total and can even go on different days. Museum of Moving Images. in queens just went through…read more →
Request a FREE Consultation with the Insurance Doctor Here You just finished watching the latest installment of House Hunters on HGTV and begin to think to yourself why not me? Purchasing your first home is not only the American Dream, for many young Americans it signifies a real transition into financial adulthood and responsibility taking on potentially the largest debt you…read more →
Proctor and gamble did a study in 2008 and found the average woman spends over $1500/year in dry cleaning. Men who wear suits daily would spend more than half that amount. Can these bills be eliminated, probably not. Reduced, for sure! Take off your work clothes and hang them up immediately upon returning home from work. Let clothes “air out”…read more →
You just got married, but you may not have realized that your money did as well. One of you is a spender and one is a saver! How in the world will you make it work? Especially now that many people are getting married in their 30’s and 40’s for the first time, what should you be doing money wise?…read more →
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