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Are You a Financial Olympian?

Did you watch the Olympics? Sadly, I did not see nearly as much as I would have liked, but I popped in here and there. The level of discipline, dedication, single-mindedness, and commitment that these athletes have is so incredible! I saw the ski jumpers who train and train for years, and they get just […]

Be Where You Are

2018 is two months behind us and many of our new year’s resolutions have already fallen by the wayside. The luster of the new year and the anticipation of the possibilities in front of us may have been washed away with the rain, snow and gloom of the winter months. The gray days drain away […]

‘Tis The Season!

‘Tis the season of magic with Santa and elves and flying reindeer. ‘Tis the season of wonderful smells with the freshly cut Christmas tree, the candles, and the holiday treats. ‘Tis the season of giving and receiving. What a delight! Not so delightfully, it is also the last month of the tax year – your […]

What’s Your Story?

I just finished reading a lovely book about the magical Waverley women*. If you are a Waverley, you are odd but have a talent that borders on the magical. The Matteson men in the story are prominent business leaders while the Young’s are known for their physical strength. It is a source of pride for […]

Are You Enrolled?

October is open enrollment for most employee benefit plan for employers. Here are some things to think about as you choose your options: • Health insurance: Does your plan offer a High Deductible with HSA option? These can be a great deal if you are generally healthy and don’t expect to need surgery or high-ticket […]

Finish Strong!

2017 is flying by! Today as I write this, we enter the 4th quarter of 2017. How is it going? For me, each quarter is a transition point, a signpost to acknowledge that time is passing, and I need to pay attention. As I have written in the past, this has been a year of […]

Savings FAQs

I get asked a lot of questions about savings so I thought I would answer them for everyone. The number one question I am asked when I speak to groups – both from the group and as people come up to me afterward is “how much should I be saving?” My stock answer of “it […]


This is not a catchy title nor an exciting blog but it is an important one and perhaps it will save you some money. If you have not gotten your annual renew for your home and auto insurance yet this year, you may want to brace yourself for pain when you open that envelope. Rates […]

Lighten Your Load

“It’s difficult to clearly see what needs to be done when your environment is burdened with half-completed projects, unfinished to-do lists, old files, clothes that don’t fit, and equipment that no longer works or serves any purpose.”  Debbie Ford – excerpt from The Best Year of Your Life I am coming through perhaps the busiest […]

Freedom Isn’t Free….

As we celebrate Memorial Day this week, I am thinking of all those who have sacrificed so much for me to have the freedom to pursue the American dream. I am so thankful to all of our military families, past and present, for being willing to live a life that seems impossibly hard, filled with […]