Explore Categories

THE Wealthier + Wiser Blog

Money lessons that are important to pass along

The journey our children go through in life from a baby to their toddler years, to a teenager, to their eager years of adulthood can happen so quickly or it can feel like eternity. Throughout life you will teach your children many lessons that will help shape them while creating memories that will last a …

Ring in the new year with your finances

The New Year is the perfect time to get a fresh look at your finances. Why? Because most people are ready to start fresh with something new. Whether it be weight loss resolutions, new adventures, and typically financially success. Everyone is ready to jump start the new year with an optimistic mind set and investigate …

Finding a balance between life, debt and financial freedom

People tend to spend more money during the holidays then intended. This can result in unexpected debt and leave someone starting the New Year with their finances on the short end. Learning how debt works will teach you short term and long-term financial lessons when it comes to purchases. Read more here. Article-Paying-Down-Debt_Carlin-Nov-2015

Retirement to-do list

We often make the analogy that before a plane comes in for it’s final landing, there are a series of critical steps to follow. It is similar to preparing for your retirement. This article goes through the final checks and strategies to consider before taking your personal financial plane down for it’s final landing. Read …

The pay you first college savings plan

As student loans reach stratospheric levels, it is critical to gather the right information before you decide how best to save for your children’s college education. This article goes over potentially a better way to help your children save for college while helping yourself first. Read more here: Article-Saving-for-College_Carlin-Aug-2015

Establish credit today, save tomorrow

A critical lesson for investors is to know and understand the value of a high credit score. Even saving one quarter of one percent on your interest can amount of a large amount of money over time. This article goes over the critical information related to knowing your credit score. Read more here. Article-Credit-Score-Checkup_Carlin-June-2015

3 Reasons to Look at Your 401k Now

Many working people across the United States have some form of 401k or retirement plan through work. Quite often they ignore their investment allocation. This artciel goes over the top three reasons to look at your investment mix right now! Read more here: Article-3-Reasons-to-Look-at-Your-401k_Carlin-Feb-2015

Smart holiday spending strategies

‘Tis the season when spending is often at a peak. Amidst all the holiday chaos, this is a great time to reflect on your annual spending habits and quality spending strategies to use now and in the year ahead! Read more here: Article-Holiday-Shopping_Carlin-Nov-2014