Funding the Cost of College
It’s no surprise that college tuition is undeniably expensive by most measurements and it’s not getting any cheaper. Communicating the reality of the...
The 5 Biggest Mistakes Millennials Make with Money
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...
Marriage and Money: How to Communicate Effectively About Finances
If there’s one thing that’s absolutely essential to having a happy marriage or relationship, it’s communication. What we seem to forget,...
Marriage and Money: Together, Separate, or Somewhere in Between?
So, what’s the verdict? Should you have joint accounts, separate accounts, or something in between? Studies show that couples with joint finances...
Marriage and Money: Setting Boundaries
Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our...
Marriage and Money: Setting Goals For Success
One of the questions I get consistently from clients is: how do I get my spouse on board with keeping a budget? Followed by, oh and how do I get them...
Economic Injury Disaster Loans
Economic Injury Disaster Loans and what you need to know!
By Mack Bekeza, CFP®
With entrepreneurs and small business owners agreeing that the...
Paycheck Protection Program
Paycheck Protection Program – What You Need to Know
The fact that payroll is likely going to be a small business’s highest controllable...
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