We carefully author & curate our articles with CoCreate clients in mind. We hope they encourage you in your financial journey.
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Engage Life! Part 2 – a few practical ideas
I believe every one of us is searching for significance and satisfaction in life. My work as a financial advisor has put me in contact with a lot of different people at differing levels of wealth and poverty, and I’ve become convinced of a simple truth: Success,...
Engage Life!
I believe every one of us is searching for significance and satisfaction in life. My work as a financial advisor has put me in contact with a lot of different people at differing levels of wealth and poverty, and I’ve become convinced of a simple truth: Success,...
Facing the Budget Monster (Part 3)
This three part series of articles was originally written by Christa Hudak in November of 2016. Budgeting documents my financial growth. It is helpful to periodically evaluate where you are, where you have been and where you are going. If you don’t have a...
Facing the Budget Monster (Part 2)
This three part series of articles was originally written by Christa Hudak in November of 2017. Budgeting relieves financial stress. A big source of stress is uncertainty. Simply not knowing where your money goes or what you will be able to afford is stressful. If you...
Facing the Budget Monster (Part 1)
I understand that not everyone is wired to be a neurotic budgeter like myself, but I do believe it is critical for everyone align themselves with a basic budget. I want to share with you why I love budgeting.
What “They” forgot to tell you to Look for in a Financial Planner.
First of all, let me direct your attention to the CFP Board of Standards, for the best generic summary of what to look for in a financial planner. [click here to read it] Second. These articles about what you should look for in a financial advisor often leave much to...