spring cleaning

CBS This Morning: Financial Spring Cleaning

A recent survey found almost nine out of 10 people set a money goal for 2019. The top priority: paying down debt, followed by better budgeting. I joined CBS This Morning to discuss why the start of spring is the perfect time to clean up your finances.

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Make Your Financial Life Spark Joy, Not Oy

Make Your Financial Life Spark Joy, Not Oy

Tidying Up Queen Marie Kondo has taken the world by storm, helping people de-clutter their lives with a methodical approach. She says that we should “Keep only those things that speak to the heart, and discard items that no longer spark joy. Thank them for their service, then let them go.”

CFP® Pro Tip of the Week - March 23, 2018: Tax Withholding

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