MILSPOUSE BLOG

Carve Out Time for Financial Planning

September 29, 2023

October is known for pumpkin spice lattes, changing leaves and sweater weather. It’s also Financial Planning Month — a perfect opportunity to take a holistic look at your money matters. So, before you start carving pumpkins this month, carve out time in your schedule to review your finances. Here’s a checklist to help you get…

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A Recipe to Protect Your Holiday Budget

September 1, 2023

You wouldn’t prepare your holiday meals without your favorite recipes, so start this season with a savings plan. Think of it as your very own recipe for financial success. It may seem early to be talking about the holidays, but as a mother and a CERTIFIED FINANCIAL PLANNER™ professional, the best tip I can offer…

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