Tag: budgeting


Do You Need Help Sticking to a Budget?

Do you find budgeting to be a difficult endeavor? According to this Credit Karma article, the majority of Americans are NOT sticking to a budget. Yet, budgeting can keep you focused and financially on track toward your goals. Catalina Franco-Cicero, CFP®, was quoted in this Credit Karma Guide to Budgeting, sharing her tips for remembering […]

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The Numbers That Matter for Retirement

In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and returns  to assess how much money you have right now, how much you will have, and how much you can have, based on […]

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4 Steps to a Better Budget at Any Age

Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel like someone told you to put your pocketbook on a diet and suddenly all you can think about are the […]

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