Admin
June 24th, 2018
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Borrowing From Your 401(k)?

Borrowing From Your 401(k)?

It’s not an ideal situation, but are you considering borrowing from your 401(k)? I have some clients who need funds now, and have plenty of money stored away for retirement, so they are considering tapping into their 401(k) account.

It’s not an ideal situation, but are you considering borrowing from your 401(k)? I have some clients who need funds now, and have plenty of money stored away for retirement, so they are considering tapping into their 401(k) account.

Admin
June 17th, 2018
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Are You a Victim of Financial Infidelity?

Are You a Victim of Financial Infidelity?

One of my favorite clients just told me that she was filling out a credit application to add another card for herself to her company’s fleet, when she received shocking news. Turns out her husband, whom she runs the family business with, had opened two new business credit cards and racked up thousands of dollars in personal credit card charges. When she confronted him, he denied it at first, and then finally confessed to it. She was the victim of financial infidelity by the man she trusted the most, her husband and business partner.

One of my favorite clients just told me that she was filling out a credit application to add another card for herself to her company’s fleet, when she received shocking news. Turns out her husband, whom she runs the family business with, had opened two new business credit cards and racked up thousands of dollars in personal credit card charges. When she confronted him, he denied it at first, and then finally confessed to it. She was the victim of financial infidelity by the man she trusted the most, her husband and business partner.

Admin
June 3rd, 2018
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Save Money While Preparing for Hurricane Season

Save Money While Preparing for Hurricane Season

We saw our very first named storm of 2018 this past week. So glad Alberto has come and gone! If you didn’t prepare for that storm, you’re not too late. I hate to talk about disasters two weeks in a row, but preparing for them is important, and this week, you can save money while … Continue reading “Save Money While Preparing for Hurricane Season”