Finance Friday: Education Planning 06/05/2026
Did you know there were major changes coming up this summer for how you pay for education? Good morning everyone and welcome back to Finance Friday. I missed a huge opportunity to talk about 529 Plans on 05/29. This got me thinking that it may be time to go over some Education Planning on FF. […]
Finance Friday: Teachers & Educators 05/29/2026
In the words of Alice Cooper, “Schooooool’s out for summer!” Welcome everyone to Finance Friday. The last part of May is a busy time of the year for parents and students as they attend graduation ceremonies and last day of school activities. Today’s segment is dedicated to all of the educators, teachers, coaches, and professionals […]
Finance Friday: Question of the Week 05/22/2026
Besides helping with Business Succession planning, how else can your Financial Planner help? Welcome back everyone to Finance Friday. Our question of the week comes from A.B. “Besides Succession Planning, what other things can my advisor help me with for my business?” This is a great question A.B. In a perfect world, Financial Planners and […]
Finance Friday: Implement a Succession Plan 05/15/2026
After creating a Succession Plan, how do we begin to implement it? Happy Friday everyone and welcome back to Finance Friday. A business owner’s company is an important cog of their wealth and therefore requires careful and timely planning. You’ve assembled your Financial and Business Advisors and are ready to start the conversation. Here are […]
Finance Friday: Preparing early for Succession Planning 05/08/2026
How do you prepare for when you are ready to exit the company that you started? Good morning everyone, and welcome back to Finance Friday … on a Saturday! We’re continuing with small business month and today we’ll look into 3 reasons why you should prepare yourself early with a solid Succession Plan. While creating […]
Finance Friday: Small Business Owner Concerns 05/01/2026
What are small business owners’ main concerns going into 2026? Good morning everyone, and welcome back to Finance Friday! May is Small Business month. For those that don’t know, I used to work as a Business Relationship Manager at Chase Bank a while ago. Small Business is near and dear to me so this month, […]
Finance Friday: Budgeting Question of the Week 04/24/2026
So, how do you build a sustainable budget? Good morning everyone and welcome back to Finance Friday. This week’s Question of the week, comes from K.H. “I know what I have to do but how do I start and then keep up with my budget?” Well, K.H., that is the magic question. We can go […]
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, […]