Occasionally I have the opportunity to meet with someone as they prepare to exit the work environment and enter retirement. The road ahead can be…
Category: Blog
How to Cut the Impulse Buying!
What is Impulse Buying? We’ve all done it. You see the shiny thing you didn’t know you needed and snap it up on the way…
Travel Plans This Summer?
Here are a few tips that can help! When it comes to traveling, it’s wise to plan ahead. Consider ways to use your funds most…
Pima County Declares Fire Emergency: What You Need to Know and How to Prepare
Pima County recently issued a bulletin announcing a fire emergency and has implemented “Stage II” fire restrictions on all County-owned properties. You can read the…
You’re ready to graduate! Need a money plan?
Understanding personal finances and having a plan is so much more than just a math equation. Your financial future as a recent graduate student will…
Do you need a Will or a Trust? And what’s the difference?
Estate planning is important, and with our busy lives, it’s something that is easy to put off until later. If you’ve got a family, pets…
Take Control of Your Finances, One Step at a Time
Budgeting isn’t about restriction, it’s about freedom. As members of a credit union that values your financial well-being, you deserve tools that empower you to…
Can AI save Mother’s Day? The no-cost super cool Mother’s Day Poem!
Want a creative and unique free letter or poem for Mom? I reached out to ChatGPT to see what free gift ideas I might find….
Be Ready to File Taxes Next Year
Plan ahead and be ready to file taxes next year! Did you find yourself struggling to get it all together for tax filing this year?…
Book Review: Soundtracks, The Surprising Solution to Overthinking
In his book “Soundtracks” Jon Acuff talks about how we overthink so much, that we inhibit our ability to soar. In chapter one he quotes…
