How to clean up my finances?

7 Tips to Spring Clean Your Finances Now that spring – and 2023 – are in full bloom, here are some tips to help you “clean up” your financial life:  If you’re interested in a complimentary review this spring, feel free to reach out to our office at 716-204-8369 or via email at [email protected]. It’s […]

Survey Details Back-to-School Spending for 2019

The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year. Record spending expected for 2019 As students prepare to go back to school […]

Case Study: One Couple’s Financial Success Story

In 2017 Serena and Jim came to see me. Serena owned her own business. Jim was a lawyer who worked for a well-respected firm in Buffalo. The Problem Jim and Serena were $55,000 in debt, not including their mortgage. Each month they would pay the minimum amounts, which equals $14,632 a year. Since their minimum […]