Blog Archive

One, five, and twenty dollar bills in an envelope on a table decorated with greenery and red berries.

Avoid overspending with smart holiday shopping strategies

November 22, 2021

It takes extra effort around the holidays to stay within a budget. We tend to spend more when we're tired and stressed, and holidays can add tasks and expectations to our already busy lives. In addition, everywhere we turn are spectacular sales, deals, and wish lists full of gifts and gadgets to...

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Laptop with hands on the keyboard and holding credit card

Piggybacking credit: Adding an authorized user on a credit card

April 28, 2021

I had a few conversations with a friend who decided to add a loved one to his credit card as an authorized user. Over the years, we had many discussions about some of the challenges he faced building his credit history as an immigrant with a thin credit file. He had been a joint account holder in...

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Two trees in front of large, rocky mountain. Says "Save Money on Travel Tips"

After a year of quarantine, how can you save money and travel safely?

April 15, 2021

Plan Well, Retire Well

Travel is the spice of life! Travel is an opportunity to see and do things differently from our daily lives, connect with family and friends, and re-energize ourselves. Whether you choose to out of the county, across the country, or around the world, thinking about ways to decrease costs can...

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Our Conference Experiences: Teaching Personal Finance in 2020 - Part 3

January 13, 2021

Attending conferences is one of the best ways that I get to learn new ideas and research, as well as getting to network/brainstorm with other professionals. This year at the Association for Financial Counseling and Planning Education’s annual symposium the constant theme from the conference we...

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Blog Archive

Plan Well, Retire Well 2021

Avoid overspending with smart holiday shopping strategies

Piggybacking credit: Adding an authorized user on a credit card

After a year of quarantine, how can you save money and travel safely?

Our Conference Experiences: Teaching Personal Finance in 2020 - Part 3