the Blog

I’ve just released my Holiday Savings Challenge - and you might be thinking it’s a little bit too early to start thinking about the Holidays.   And normally, I’d be one to agree with you.    But starting to think about the financial implications of the holidays can’t...

A few years ago, I led my family through a financial experiment.   I used my financial designations and experience to create our own family money value system.  It was at this stage in our life that we were ready to take the next jump into exploring our true family...

  This summer our family spent time and money on the things that were important to us. We had a few trips to the West Coast and a few camping trips, and as I am writing this we are on our way to our first rodeo!   These expenses matched our family value of...

Moving ahead financially means letting go of the things from our past that no longer serve us.   When I educate people on investment advice I often refer to the dress in my closet that still has the price tag and that I have never worn. It is a dress that has been in...

We all know the rule, "Spend less than you earn".  This lesson has been shared over and over.  The advice is not wrong, but life sometimes becomes more complicated than we would like. We eventually find that we need some better steps to improve our finances.   I...