Questions to ask an AFC®, Questions to ask Yourself

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Questions to Ask an AFC®, Questions to Ask Yourself At any stage of life, having the support of a financial professional can be beneficial. In today’s world information is just a click away but finding trustworthy financial guidance can be challenging. Everyone has unique financial needs, so building a solid financial foundation is crucial for evaluating your […]

Planning for Loved ones With Extra Needs

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Planning for Loved Ones With Extra Needs Planning for a loved one with special needs or a disability requires more than average planning. It is important to understand which tools are available to plan effectively without jeopardizing government benefits. Many needs-based programs limit how much a person may have in assets; however, there are several options available, […]

Financial Security in Uncertain Times

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Financial Security in Uncertain Times In times of economic uncertainty, it is difficult to know how long your current job may last or, in the event of job loss, when you will be able to secure your next position. According to the Bureau of Labor Statistics, as of March 2026, it takes approximately 25 weeks to find a new job […]

Cryptocurrency: Risks, Responsibilities, and Readiness 

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Cryptocurrency: Risks, Responsibilities, and Readiness Over the past five years, cryptocurrency has experienced a meteoric rise from relative obscurity to a central topic in financial conversations. Many believe it will disrupt central banking systems and represent the future of currency. But for everyday investors, the more important question is: Where does crypto actually fit in my financial […]

Financial Desires: How Core Values and Beliefs Shape Your Wants and Needs 

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Financial Desires: How Core Values and Beliefs Shape Your Wants and Needs As a financial educator and therapist, I speak to clients about their financial challenges, experiences, and family history. Combined, these factors can help clients form their own beliefs and values about money, which can dictate their financial behaviors. As you might imagine, these […]

Mastering Money: Proven Strategies to Boost Credit

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Mastering Money: Proven Strategies to Boost Credit Credit plays a powerful role in shaping our financial futures. It can either open doors or create obstacles. My mother instilled in me the importance of managing credit wisely, and since the age of 18, I’ve made it a priority to build and maintain a strong credit profile. By the time I […]

Money Doesn’t Grow on Trees: Why It’s Crucial to Talk to Your Kids About It 

A family is seen saving money together at home, with a parent teaching children about financial literacy using coins and a piggy bank. This image captures the essence of family bonding and education.

Money Doesn’t Grow on Trees: Why It’s Crucial to Talk to Your Kids About It Money is often left out of parenting conversations, even though it’s crucial to a child’s development and future success. For generations, families have avoided talking to their kids about money—much like the topic of sex. But money is unavoidable and […]

The Collaborative Divorce and the AFC®: The Role You May Not Know  

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The Collaborative Divorce and the AFC®: The Role You May Not Know It is no secret that divorce is one of the most stressful experiences a couple can endure, and money is often at the center of that stress. When two people decide to separate, emotions are high, trust may be fragile, and the financial […]

Journal Prompts for Intentional Spending Habits

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Journal Prompts for Intentional Spending Habits   Journaling was not a habit that I intentionally started this year, but one day I looked up and realized it had been seamlessly integrated into my everyday routine. From quiet spiritual journaling to recording memories in my One Line A Day journal, I am now using journaling to […]