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Setting Goals for Your New Year
2014 is going to be a wonderful year. I can just feel it. Earlier this week I spent time with a few recent college graduates as well as a few college seniors who will be graduating later this year....
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How to Create a Spending Plan
Let’s get this spending plan done! Download the following pdf: My Spending Plan It is a fillable pdf so feel free to play with the numbers and then print and save it to review later. Save a new copy...
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Coupling Your Finances
You’ve met the partner of your dreams and the two of you have decided to live happily ever after. Congratulations! That is fantastic and I am, of course, very happy for you. But before you sign the...
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Saving While Living Paycheck to Paycheck in Five Easy Steps
This blog comes to us from Renée Pichette, a talented young woman on her way to great things. She began working at Confluence Financial Advisors (www.confluencefa.com) last May and quickly made an...
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