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 […]

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 […]

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