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![The Importance of an Annual Financial Checkup: Why December Is the Perfect Time](https://static.wixstatic.com/media/3ee0b8_be5146b6a59941bc86041e0629700b96~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_be5146b6a59941bc86041e0629700b96~mv2.webp)
Nathalie Edeen
Dec 22, 20233 min read
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.
![Tips for Trips: Save Money on Traveling Without Breaking the Bank](https://static.wixstatic.com/media/3ee0b8_e6f087f614284e53847dd322f783bd24~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_e6f087f614284e53847dd322f783bd24~mv2.webp)
Nathalie Edeen
Apr 28, 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.
![5 Financial New Year's Resolutions](https://static.wixstatic.com/media/3ee0b8_83928d5dfbf04894b8076f5dd4f3574d~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_83928d5dfbf04894b8076f5dd4f3574d~mv2.webp)
Nathalie Edeen
Feb 3, 20232 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.
![Holiday Spending: Making a (Shopping) List & Checking it Twice](https://static.wixstatic.com/media/3ee0b8_2e61a46d56ab43758f7ab8cb7add84a6~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_2e61a46d56ab43758f7ab8cb7add84a6~mv2.webp)
Nathalie Edeen
Dec 9, 20223 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!
![The Top 5 Ways to Improve Your Credit Score](https://static.wixstatic.com/media/3ee0b8_c3813183cf12410db541bb3fd1fe7547~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_c3813183cf12410db541bb3fd1fe7547~mv2.webp)
Nathalie Edeen
Aug 26, 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!
![5 Back-to-School Budgeting Tips](https://static.wixstatic.com/media/3ee0b8_dd527c7c5e0f43a4a58cb91bc37a6658~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_dd527c7c5e0f43a4a58cb91bc37a6658~mv2.webp)
Nathalie Edeen
Aug 5, 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.
![How to Still Make Money During a Recession](https://static.wixstatic.com/media/3ee0b8_6be28789163a4c2f93aeeee814e6e663~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_6be28789163a4c2f93aeeee814e6e663~mv2.webp)
Nathalie Edeen
Jul 8, 20222 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
![3 Financial Tips for New Homeowners](https://static.wixstatic.com/media/3ee0b8_bcd12662b2194e0a992163579f7ea346~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_bcd12662b2194e0a992163579f7ea346~mv2.webp)
Nathalie Edeen
Jun 10, 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.
![Raising Financially Responsible Kids](https://static.wixstatic.com/media/3ee0b8_52ce322b9ee74fde963a333a2ad6b769~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_52ce322b9ee74fde963a333a2ad6b769~mv2.webp)
Nathalie Edeen
May 19, 20222 min read
Raising Financially Responsible Kids
A page from Nathalie's Notes on tips for parents about raising financially responsible kids.
![How to Tackle Your Debt](https://static.wixstatic.com/media/3ee0b8_1ce621f37935491aa90612f52dbbc3af~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_1ce621f37935491aa90612f52dbbc3af~mv2.webp)
Nathalie Edeen
May 9, 20222 min read
How to Tackle Your Debt
Sketch out a plan to tackle your debt with the newest page of Nathalie's Notes!
![IRA or 401(K): Which One Is Better for Me?](https://static.wixstatic.com/media/3ee0b8_583da0d3b48245ad8b47bba6413d3103~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_583da0d3b48245ad8b47bba6413d3103~mv2.webp)
Nathalie Edeen
Apr 22, 20221 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).
![3 Money Lessons I Wish I Had Learned Sooner](https://static.wixstatic.com/media/3ee0b8_1df933e31102456488f1ca0cf479044f~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/3ee0b8_1df933e31102456488f1ca0cf479044f~mv2.webp)
Nathalie Edeen
Apr 8, 20222 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,...
![](https://static.wixstatic.com/media/11062b_27c7c6908d6c48c8b40d27947b9fb58b~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_27c7c6908d6c48c8b40d27947b9fb58b~mv2.webp)
![Retirement Savings - Do I have enough to make me last?](https://static.wixstatic.com/media/11062b_27c7c6908d6c48c8b40d27947b9fb58b~mv2.jpeg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/11062b_27c7c6908d6c48c8b40d27947b9fb58b~mv2.webp)
John Caserta, MSFS, ChFC®
Nov 10, 20212 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...
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