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How to Have a Meaningful Holiday Season Without Breaking the Bank bugeting financial boundaries financial planning financial well-being holiday season Dec 01, 2023

The holiday season can be a joyful time of year but can also be fraught with financial stress and expectations. Between holiday events, presents, and festive extras like décor and holiday...

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Financial Planning is About More Than Saving and Investing cash flow employee benefits financial planning risk management Nov 03, 2023

Often, when a person reads about financial planning, the most common topics are saving and investing. However, there are several other areas that a person should consider when optimizing their...

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All Categories bugeting cash flow emergency fund employee benefits financial boundaries financial planning financial well-being finanical education getting started goal-setting high-yield savings account holiday season insurance investing risk management saving social media the psychology of money

Shelitha Smodic, CFP®

A financial planner, researcher, and voracious learner dedicated to bringing quality financial education and advice to everyone.

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