Author Archives: Amanda Ashwood

A New Job

So you’ve just accepted an offer for a new job, or received a nice promotion. Congratulations! With extra money coming in, it’s important to know how to take care of it properly. What are your goals? Does this extra income put you in a good spot to check something off your list? Maybe it’s finally moving out of your parents’ house, and getting your own place. Maybe it’s buying a new car, or maybe it’s saving for something special, or maybe, just maybe, you actually want to start putting more into your long term savings plan. The first course of…


Hello World!

Kay and I are excited to begin this fun, educational resource for you (our clients), your families, and any friends that you think would enjoy visiting. Our hope by starting this blog is to create a source for information that is important to your financial lives, and an easy way to share such information with other people you care about. Given the complexity of many financial matters, we will attempt to present our contributions in a manner that can be easily understood, and not yawn worthy (although we can’t promise you will be as excited as us on some topics).…