Archive | Cash Flow

My new wallet

Payments on the Go

It seems almost inevitable these days that your credit card information will be at risk from a retailer’s system breach or worse, your card number stolen and used for fraudulent purchases. Clearly the established credit payment systems are lacking. Next generation payment methods like mobile pay and chipped credit cards promise improvement; whether they will […]

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Drive Thru: All You Can Eat

The Most Common Budget Breaker

When you think about budget breakers, do you think of things like vacations and big-screen TVs?  While those surely can be expensive purchases, from my experience of working with folks on their finances, I’ve found it’s the relatively smaller category of convenience food that does the most damage to our finances on a regular basis. […]

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Part 2A & B of Form ADV: Firm Brochure