Budgeting

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Recent Finance Trends on Social Media

By Amber Hofmeister / July 23, 2025

There have been many new finance trends circling the internet through Instagram, Facebook, and TikTok – many of them about budgeting! Each one is a little different, and some look […]

What Issues Should I Consider When Dealing With High Inflation?

By Melissa Joy, CFP®, CDFA® / August 12, 2022

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our […]

5 Smart Holiday Spending Tips

By Melissa Joy, CFP®, CDFA® / December 7, 2021

Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping […]

4 Tips on Holiday Budgeting for a Less Stressful New Year

By Melissa Joy, CFP®, CDFA® / November 27, 2019

Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping […]