I’ve Started a New Job, Now What?

Congratulations! You’ve landed a new job! Exciting news can cause a range of new emotions; happiness, pride, angst, or even fear. So what now? How do you start fresh in the most efficient way? The answer you seek is simple, Bounce. No do not literally jump up and down. Use the term for motivation and […]
Five Budget-Friendly Summer Day Trips for You and Your Girlfriends

Sometimes I wish summer had 8 days of the week! To be clear, I want the eighth day to be another Saturday, NOT another Monday. I also wish I got a “summer raise” every year, where I get paid more every summer to cover the expenses of all the exciting extra adventures that always seem […]
You Can’t Take it With You: Spend it!

“They don’t need any more money; they do just fine on their own.” This is an answer I occasionally hear in my job when beginning the estate planning and wealth transfer discussion. What does it mean? When I ask clients what their goals are for their money when they die, there are two general avenues […]
New Take on a New Year

I’m sure you have all seen the “new year, new you” blog posts on anything and everything; finances, weight loss, exercise, travel, career goals, etc. In fact, I think it was just last year at about this time that I wrote a similar blog for everyone to read. This year, I want to try something […]
The Juggle is Real

Written by: Lizzy DiPietrantonio, J.D. Congratulations, you have a baby arriving into your life. Now how in the world are you going to afford your tiny growing little human? There are 40 (or less) weeks ahead of you that seem both impossibly long and terrifyingly short. As I write this I have roughly 11 weeks […]
Gifting Outside the Box

Thanks to online shopping, it has never been easier to make purchases throughout the year. In times past, it was a big event to go out to stores at certain times of the year to shop for the holidays, especially on Black Friday. Cyber Monday then came around and eventually extended beyond just Monday. Households […]
The Season of Open Enrollment

While most of us are thinking of pumpkin spice, apple cider, leaf peeping, sweaters, Ugg® boots, and Halloween, we should not forget that many of us have an open enrollment period upon us. During this period, employees can enroll in any number of benefits offered through their employers. Did you know that according to the […]
Vishing: What is it & How to Protect Yourself

What is vishing? Also known as ‘voice phishing’, vishing is the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable institutions in order to convince individuals to reveal personal information. Vishing attacks are on the rise Scammers continue to find new ways to trick individuals into sharing personal […]
Top Ten Things We Overpay For

Ladies, I was recently going through my monthly budget to see where my money is going. As I started adding up the costs, including the sneaky ones that don’t seem like they would have a major effect on my budget, I found that I was overspending in several areas! As I’m trying to rein in […]
Post-Pandemic Financial Self-Care

Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about today is financial self-care now that there seems […]