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Expand your career,
skills + spiritual life.

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Erica Mathews, CFP® 1/21/26 Erica Mathews, CFP® 1/21/26

Keeping Track of Your Finances

Are finances on your 2026 New Year’s Resolution list? Regardless of your goal or resolution, you will need to track your finances to know where you are now, monitor progress, and measure success. Tracking finances can be difficult, time-consuming, and boring, but there are some ways to make it less burdensome.

Erica Mathews, CFP® 7/15/25 Erica Mathews, CFP® 7/15/25

Simplifying Life and Your Budget

As we head into summer, it’s a great time to reevaluate your budget and your lifestyle. Take some time to look at your goals and resolutions from the new year and see how well you are sticking with them.