As we embrace the spirit of spring and reflect on the significance of Good Friday, it's an opportune moment for college students to engage in some financial spring cleaning. With the new season upon us, it's time to refresh our financial habits and ensure we're on track to meet our goals. Here...

 "Let's get personal with our finances." It's a phrase that I often preach. Yet, amidst this common call to action, it's crucial to acknowledge a stark reality: personal finance is not a level playing field, especially when it comes to gender.

For many college students, navigating finances...

As college students, the prospect of owning your first car can be both exciting and daunting. It represents newfound freedom, independence, and convenience. However, the reality of navigating the complex world of finance can quickly dampen that excitement. The decision to buy or lease a car is a...

Managing finances as a college student can often feel overwhelming, but it doesn't have to be complicated. With the 50/20/30 strategy, you can take control of your spending and build a solid foundation for your financial future. This straightforward approach to budgeting allocates your income...

As Lunar New Year festivities unfold, it presents yet another chance to reassess and realign our New Year resolutions. Whether it's reigniting a commitment to financial health or setting new goals, this auspicious occasion offers a timely reminder to reflect on our aspirations for the year ahead....

Entering the financial services industry in 2005 with aspirations to become a financial advisor, I was convinced that prowess in mathematics was a prerequisite for success. Armed with insurance and securities licenses, I assumed that mastering math equated to mastering money. However, I soon...

It's a common sentiment among college students – the four years of undergrad seem to pass by in the blink of an eye. Before you know it, you're donning a cap and gown, ready to face the world beyond academia. One of the most significant regrets for many graduates is not having started...

Embarking on the journey of college is a significant milestone in one's life, marked by the anticipation of growth, learning, and self-discovery. However, amidst the excitement, it is crucial for every college student to pause and ponder upon the fundamental question: "How will I make sure that...

In the realm of financial success, the simple yet profound power of having a support system cannot be overstated. Reflecting on my clients' journeys, I am hard-pressed to find a single instance where they achieved their financial goals in isolation. Rather, a common thread among their success...

As we embrace the dawn of a new year, it's crucial to reflect on the reality of college life and acknowledge the omnipresent companion it brings—stress. Stress is an inevitable part of the college experience, and understanding how to effectively manage it is paramount for our overall...