Personal Financial Services

10/07/2022

05/03/2021

12/07/2020

More than half of workers surveyed said they were reluctant to enforce COVID-19 safety measures with customers from whom they would receive tips, according to the One Fair Wage study.

10/05/2020

An amazing organization

09/30/2019

Now that the school year is in full swing, seniors and their parents are starting the college search. Keeping track of when college applications and the financial aid packages are due is a job in itself. When my kids were in school I created a spread sheet that tracked all this dates. This made senior year less stressful.

09/27/2019

Want to take that trip, buy a house, or have achieve some other financial goal? One way to do that is to take a financial inventory. This will show you where your money is actually going. If you are ready for this step, let me know and we can start the process.

09/26/2019

It is almost time to do the FAFSA, which opens on October 1st. The earlier the students fill it out, the more money you receive. The link is below.

Oct 1 2019 2020-2021 FAFSA available at www.fafsa.ed.gov October 1, 2019 2020-2021 FAFSA available at www.fafsa.ed.gov Contact SFAS (312) 996-3126 [email protected] Date posted Nov 28, 2018 Date updated May 21, 2019

09/20/2019

College can be so expensive and it is hard to find scholarships. One option is children of a parent that was in either the Marine Corps or Navy can qualify for scholarship from the Marine Corps Scholarship Foundation. These are renewable for up to 3 years. The link is below.

SCHOLARSHIPS THAT MATTER From the front lines of freedom to units in your backyard; Marines make legendary sacrifices. Sending their children to school shouldn’t be one of them. That’s why at the Marine Corps Scholarship Foundation we’ve been Honoring Marines by Educating Their Children for mo...

09/19/2019

Now that a new college year has started, don't forget to get rental insurance for your student if they live in an apartment.

11/25/2018

With Christmas right around the corner, it can be easy to overspend and worry about it next year. One way to avoid that is to create a budget for each person and track expenses in a spreadsheet.

10/28/2018

Renters insurance is an important item, but not something everyone thinks of. Imagine the cost of replacing everything you own: laptop, clothes, kitchen items and other miscellaneous items. That can be avoided at a cost of $12- $17 a month.

10/20/2018

Wondering where your money is going to and why you are not able to save as much as you would like? We can meet in person or over the phone for a consult. At the end of it, you will receive a spreadsheet with monthly income and expenses as well as tips on how to reduce expenses. The consult fee is $60.