Financial Health

Are You Financially Healthy?

According to a new survey from the Center for Financial Services Innovation, only 28 percent of Americans are ‘financially healthy’, but what does this really mean? Financially healthy people are those who have financial plans in place to build long-term resilience and opportunity for creating wealth.

Unfortunately, more than half surveyed were described as just coping with their finances. They are struggling with some financial aspect such as medical bills or automobile repairs. It’s the … Read More

2019 Taxes

It’s 2019 – Time to Start Thinking About Taxes

We’re one week into 2019 and already I’m starting to dread the tax filing deadline of April 15th. Each year I make the same New Year’s resolution to keep my personal and business records up-to-date for the entire year. But, then with the approaching holidays in November and December, I get distracted and neglect my organizing and filing. This year was no exception; thus, my dread of that April 15th date.

Saving time and money are the key objectives for having an organized system in place. This is … Read More

motorcycle safety

May is National Motorcycle Safety Awareness Month!

In honor of Motorcycle Safety Awareness Month, the following is a story about a motorcycle, legal documents and household financials as communicated to me by a dear friend in Texas. In May 2016, her husband and his buddy were on a 5-day motorcycle trip in the Texas Hill Country. On the last day of their trip, as she was working in Houston, the buddy called and said her husband misjudged a curve and veered off the road. He watched in horror as her husband and his bike flipped several times, end over end. The paramedics on scene deemed his injuries life-threatening and … Read More