by Christine Roebuck | Mar 27, 2024 | Blog Posts, Spring Clean Your Finances, Updating financial documents
“Spring Clean Your Finances” Spring Cleaning is something that most of us do with our homes to make sure that everything is fresh and prepared for the summer. We put away our coats, wraps, winter hats, gloves, and boots. We exchange our heavier winter comforters for...
by Christine Roebuck | Mar 5, 2024 | Blog Posts, Money Management
March Money Saving Tips! It’s March already! If your New Year’s resolution was to take control of your finances, there is still time to meet that goal. We have entered the third quarter of the year. Have you formulated a plan for your family finances? ...
by Christine Roebuck | Jan 26, 2024 | Blog Posts, financial goals, Financial Wellness
“Financial Wellness” begins with a fresh start, which generally means you get a do-over, try again, or get a second chance. We are 26 days into the New Year with new opportunities to take advantage of in different respects. Whether you live across the...
by Christine Roebuck | Jan 19, 2024 | Blog Posts, Financial help
I’m going to Leesburg! I’m excited to be invited to partner with the United Way of Lake and Sumter Counties, Leesburg, FL. I believe that partnerships can make a greater impact in serving the needs of communities. What better reason to partner than to...
by Christine Roebuck | Dec 30, 2023 | Blog Posts, New Years Day
Happy New Year! Wishing you all the best in 2024! Christine Roebuck/CEO
by Christine Roebuck | Dec 16, 2023 | Blog Posts, Christmas
During this Christmas season, our community has discussed five financial boundaries that can become a part of your lifestyle. Here are a couple of boundaries that could relieve you of some pressure going into the Christmas holiday. Financial Boundary #4 – Avoid...
