Blog

Is THIS financial decision costing you MILLIONS?

by Angie Carlson | 77% of households who find themselves in this situation have NO CLUE it’s costing them that much. And that decision is… Financing items today on monthly payments that follow you for years.  My client, H, has… Read More

Growing Your Money Mindsets, Confidence, and Bank Accounts

by Tracy Latona | What if I were to tell you that there was a LIFE HACK that got you out of debt or grew your savings account on average 4x faster than what you’ve tried so far on your… Read More

What You Both Deserve

by Angie Carlson | Gone backwards on your financial journey?  This post is for you. You were 100% debt free – house and everything. And now, each of you feel like that work was for nothing. That life event happened,… Read More

POV: Even though you’re making the most money you ever had, your debt is increasing accordingly.

Angie Carlson | Before your spouse took that promotion, you both ran out the numbers and saw you should have thousands of dollars left over. You started to see the light at the end of the tunnel. But months later,… Read More

There’s a Generational Shift Underway With Financial Concerns

by Maggie Leyes | Most people are not immune to the worries of the wallet—big and small. From paying for monthly bills all the way to paying for long-term care and everything in between, people from Gen Z to Boomers told… Read More

You won’t view $10 the same way after reading this.

Angie Carlson | “But Angie, finding an extra $10 to put towards my debt doesn’t really change anything.” I’m not surprised that you are thinking this, because I did too. Because we’ve been conditioned to think spending $10 isn’t a… Read More

Stop Being a Student

by Amy Green | Getting straight A’s in high school and college hasn’t served me one bit as an entrepreneur. Ouch. That stings, doesn’t it? (I know it does for me!). But here’s the truth: 👉 There’s no Honors Society… Read More

What is IN and OUT with your money

by Angie Carlson | Let’s look at what is IN when it comes to your money. The four major INs are: • INflation • INterest • INsurance • INvesting How does this apply to your household? Let’s start with the… Read More

What The Heck Is A MEC?

by Darren Hardersen | There have been a number of recent articles in local media touting a “safe money” financial planning strategy involving what’s called a Modified Endowment Contract (MEC). A “MEC” is simply an overfunded life insurance contract that’s… Read More

What I’ll never stop saying

by Angie Carlson | I’ll say this again and again: Budgets alone are not responsible for your shared financial progress. In my experience, budgets are one of the main reasons couples who decide to start working with me spend less… Read More