Ultimate Homebuyers Checklist

Are you ready to buy a home? Are you a first-time home buyer? A repeat…

Read More

Your Next Employee Benefit: Financial Health & Wellness

In late 2022 we began to explore providing My Financial Snapshot, a personal finance platform,…

Read More

The three main categories to think about when budgeting!

What is a budget? Most people have heard of a budget. In fact, a surprising…

Read More

How To Battle Stock Market Blues

You may have heard discussion in recent news of the uncertainty in our economy as…

Read More

4 Steps To Kick Off Your Personal Finances In 2022

1. Update your personal financial statement A personal financial snapshot is simply a snapshot of…

Read More

The Great Recession: Ways to Watch

As the New Year begins, many people set resolutions. Many people adopt financial resolutions. One…

Read More

Building a Better Personal Financial World

When the initial idea of My Financial Snapshot came to me, it went through many different variations.…

Read More