Financial Literacy Is Not An “Elective”

Financial Literacy Is Not An “Elective”

I had the privilege of speaking to a group of first-year students at Corning Community College last week.    I’ve been participating in presenting basic financial education to groups of students for years now.  We present tips on how to set financial goals, how...

A Meaningful Christmas

My Christmas list for Luke is done and has been sent off to family and friends.  It’s full of carefully considered items; toys and books all selected to aid in his development and feed his passions.  I can’t say we’ve gotten a list together for the older kids quite...

So NOT Fun, but Oh, So Important!

Tracking expenses, I don’t believe that anyone would say that is fun.  In fact, that task is probably the furthest from fun, which is why so many people avoid it.   I haven’t exactly found a way to make the tedious task any more fun but I do have some tips to make it...

It Pays to Pay Attention!

I feel like I spent my entire morning on the phone.  It started with our health care provider’s billing office because we received a bill which had not first been submitted to insurance.  I was there with Jeff the day of his appointment where we completed all the...

Define Your Goals

I start at the same place in every initial meeting I have with my clients.  We discuss their goals.  Often times, this is the first time they have actually taken the time to really think about their goals.  They may have a general idea but haven’t explored many...