Credit card offers with 0% APR: What’s it really mean?

March 1, 2018

I bet you see 0% credit card offers frequently. They come in our mail, email, and sometimes when we buy a pair of $4.00 socks at a retail store. Do you find yourself contemplating whether or not to open one or take advantage of it on a card you already have? I know I do, … Continued

Get Back on Financial Track

August 12, 2016

Five financial fixes you can do today. Financial planning is about creating a roadmap customized for you. While there may be specific reasons why you should borrow versus pay cash or lease instead of buy, these five fixes apply to everyone.  Organize your financial documents. Create a binder or file your documents for easy access.  … Continued

All About That Credit: Your Credit Report

April 18, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 3: Your Credit Report Scenario: You decide you are going to purchase a car. You have had your eye … Continued

All About that Credit: Respecting your Credit Card

April 1, 2016

All About That Credit is a 4-part series about establishing, improving and maintaining good credit. Credit is a complex topic, and while I hope this series will be informative, I welcome questions specific to your particular situation. Part 1: Respecting your Credit Card I’ll be honest – I love my credit card, and here’s why: It generates … Continued

Why Financial Planning is for Everyone.

March 14, 2016

Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is … Continued

Preparing for a Financial Emergency

March 4, 2016

Are you prepared? As I go about my day, I generally don’t ask myself what could go wrong. Will I fall off the sidewalk and break my hip? Will my house be broken into?  Will I lose my job? Instead, I wake up, drink coffee (a must!), and then get my day started. It’s not … Continued

Small Business Owners: Let’s Get Organized!

February 17, 2016

Starting, or already have, your own business? My guess is you’ve invested a ton of time getting your business up and running by selecting a business structure, obtaining an EIN, and filing the required state forms. In the midst of all of this, you are also busy creating your product or service, marketing it, and … Continued

Let’s Get Started 2016: Financial Wellness

January 23, 2016

It’s a new year and that can mean a lot of things. For those of us in New England, January means cold weather. But on the bright side, it also means making chili, snow skiing (my favorite!), and watching all of the best picture nominations. And most importantly, to me, January means starting fresh. I … Continued