Finance Friday: Budget Planning Goals 04/17/2026
When we try to create a budget for our monthly living expenses, why is it that we are good at setting goals but not achieving them? Good morning and welcome back to Finance Friday. Successful budget planning requires a will to want to make changes, however, something equally as powerful is sticking with our plan. […]
Finance Friday 04/10/2026: Budgeting Myths
What are some myths that stop people from working on budgeting? Good morning finance faithful and welcome to another Finance Friday. The war in Iran continues, the price at the gas pump seems to get higher and everyone is managing their finances as best they can. This month we’ll try to help with some budgeting […]
Finance Friday: Holy Week applied to Financial Well-Being 04/03/2026
Holy Week is a time for reflection, sacrifice, and renewal. It can also be applied to your financial well-being. Good morning everyone and welcome back to Finance Friday. We’re going to change it up a bit for this week. Holy week is celebrated by many people across the globe. Whether you celebrate it or not, […]
Finance Friday: Contributing to IRAs 03/27/2026
How do you know if you are contributing IRAs funds for previous tax year or current tax year? Good morning everyone and welcome back to Finance Friday. Tax Deadline is coming up and Im willing to bet that some of you still haven’t contributed to your retirement accounts. I received a great question that I […]
Finance Friday 03/06/2026
Tax Season is in full swing! Good morning friends and welcome to Finance Friday! This month we’ll focus on Tax Planning, a crucial part of your overall Financial Plan. Taxes are boring, I get it. However, by investing your time to understand your tax return on a simple level along with having annual conversations with […]
Finance Friday 02/27/2026
Is it a good strategy to use your investment account as your emergency savings account? Good afternoon everyone and welcome back to Finance Friday. The question of the week comes from K.G. K.G. asks “ My advisor keeps telling me to keep money in a savings account for emergency purposes. However, its in a savings […]
Finance Friday 02/27/2026
Finance Friday 02/20/2026
Are you growing weary of lending your money to the government? Good morning everyone and welcome to another Finance Friday. Many people invest in Bonds as a hedge to the stock markets. Traditionally, when the stock market drops, Bond yields go up, protecting the portfolio’s downside. The safest and most risk free of those bonds […]
Finance Friday 02/13/26
Why is AI impacting Commercial Real Estate? Hi folks and welcome back to Finance Friday. My apologies for last week, I caught a cold and just shook it off this week. Today I’ve got a quick market update for you. The biggest news coming out this week was the jobs report. According to the report, […]