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The Importance of an Annual Financial Checkup: Why December Is the Perfect Time
Discover the importance of an annual financial checkup in December! Assess your financial health, plan for taxes, and set new goals.

Nathalie Edeen
Dec 22, 20233 min read


Tips for Trips: Save Money on Traveling Without Breaking the Bank
Travel like a pro without going broke! From clever airline loopholes to unique accommodations, enjoy your next trip with these tips.

Nathalie Edeen
Apr 28, 20233 min read


5 Financial New Year's Resolutions
Hopefully you’re keeping true to your resolutions! However, the new year isn’t the only time to start working on yourself.

Nathalie Edeen
Feb 3, 20232 min read


Holiday Spending: Making a (Shopping) List & Checking it Twice
The holidays are a time for giving, but that doesn’t mean you have to go into debt to do it!

Nathalie Edeen
Dec 9, 20223 min read


The Top 5 Ways to Improve Your Credit Score
Your credit score is one of the most important 3-digit numbers in your financial life. Improve it with these top 5 ways!

Nathalie Edeen
Aug 26, 20223 min read


5 Back-to-School Budgeting Tips
It's back to school time again! This is an exciting time of year when you can start the school year right by getting your finances in order.

Nathalie Edeen
Aug 5, 20223 min read


How to Still Make Money During a Recession
Everyone tells you how to survive a recession, but not how to thrive in one. Now, a recession can be a scary time, but it doesn't have to be

Nathalie Edeen
Jul 8, 20222 min read


3 Financial Tips for New Homeowners
Welcome to homeownership! It’s exciting to finally own your own home, but it comes with lots of new responsibilities.

Nathalie Edeen
Jun 10, 20222 min read


Raising Financially Responsible Kids
A page from Nathalie's Notes on tips for parents about raising financially responsible kids.

Nathalie Edeen
May 20, 20222 min read


How to Tackle Your Debt
Sketch out a plan to tackle your debt with the newest page of Nathalie's Notes!

Nathalie Edeen
May 9, 20222 min read


IRA or 401(K): Which One Is Better for Me?
Let's look at the pros and cons of having an IRA vs having a 401(k).

Nathalie Edeen
Apr 22, 20221 min read


3 Money Lessons I Wish I Had Learned Sooner
Do you ever run into a problem and think to yourself, “wow, it would have been helpful if I had known about that”? I have! So, therefore,...

Nathalie Edeen
Apr 8, 20222 min read


Retirement Savings - Do I have enough to make me last?
Unfortunately, saving for retirement isn’t as easy as 1, 2, 3 and I’m free. A lot of factors may be important to consider when thinking...

John Caserta, MSFS, ChFC®
Nov 10, 20212 min read
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