Monthly Archives: July 2016

7 Habits of the Financially Stable

The San Francisco Bay Area is booming! Unemployment is at an all-time low. Our freeways and expressways are jammed with commuters. In times like these — where recession concerns are on the backburner — I’ve been musing about money habits. … Continue reading

Posted in Spending Plans & Budgets | Leave a comment

Vacation & Money Management

Schools out and Summer is here! Many of my clients are planning their vacations. Concerns about how they’ll manage their bills and overall money management concerns often arise. Before you pack that suitcase, here are a few things you can … Continue reading

Posted in Financial Organization | Leave a comment