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Step Up Strategies

If you are looking for ways to handle your finances during COVID19, I have a simple tool that can help.

Did you miss our Step-up Strategies? Find out more here!




LifeLine Emergency Guide

I am pleased to announce  a new product created to bring peace to your life:

The LifeLine Emergency Guide helps your family plan for the unexpected.

A guidebook of important numbers, where you keep contracts,

and documents, and who to call in case of an emergency.

You can pick up the digital copy on my Etsy shop now!

Financial challenges of the elderly

This article explores financial challenges of the elderly that are not about the money.


Saving for Summer Camp

Are your kids running in all directions?  Wanting to be involved in every camp?

Camp can get expensive.  If you are having trouble meeting that large

expense all at one time, start saving now for next year. 

This article explains more.



Equifax Data Breach Settlement

In 2017, Equifax consumer reporting agency announced a major data breach of customer account information.  This month the Federal Trade Commission gave information about a global settlement and what that means for you.  Click here to find out if your information was compromised and what you can do!


Financial Stress takes toll on Health

We all know that stress causes medical issues but financial stress has hit a new high.

This article discusses the statistics.


Discover your financial goals!

I am pleased to announce the start of our new Discovery sessions!

If you are struggling with getting your finances back on track or figuring out what your next step might be, this could be for you. 

Join me for a two-hour one-on-one session to review where you are, where you want to be and how to get there.

Contact me directly for details and pricing!


The First Lady and the Federal Trade Commission are working together to combat cyberbullying.

Cyberbullying isn't only targeted at children.  You can learn more here:



School Activity Expenses

Here's a great article about planning for school activities!  Don't let these expenses sneak up on your budget!


Aging without Family

It's incredibly difficult in this world to age without family.  Whether it's friends or family, we often depend on them more and more as we age.  This article highlights what you need to think about if that support system isn't there for you.



Taming your junk mail

Here's a great article about taming the junk mail monster.  I've seen clients receive 20-30 pieces of mail PER DAY!  This causes clients to be anxious and overwhelmed not to mention it opens them up to fraud and security issues.  A daily money manager helps sort the good and the bad so clients are comfortable with what's left and can tackle it on their own.



Your Top Ten Professionals

We all have people in our lives who are there for a reason.  Family and friends top the list.  What about those who help us through the other big parts of life?  Here's my list of the top ten professionals you need in your life.

  • Daily Money Manager: A great money manager handles the bills, organizes your records, and can find those important documents in an instant when you need it

  • Lawyer: Someone who knows your assets, your deep dark family secrets, who you want to leave your favorite jewelry and who protects what is most important to you

  • Accountant: An awesome accountant knows the deductions you can take, how you can save money, and makes sure your taxes are done right without getting in trouble with the IRS

  • Doctor: A great doctor knows your family history without looking it up, remembers the surgery you had ten years ago, and pushes you to lose that last ten pounds

  • Therapist/coach/mentor: This is the person who keeps you accountable, listens to your deepest worries, and encourages you to keep moving forward

  • Professional group:  This group pushes you to be your best; offers advice and gives you a chance to get out of your comfort zone to learn more

  • Hairstylist: A great hairstylist makes you look and feel your best; not to be confused with your counselor!

  • Plumber/electrician: Someone you need in a pinch so you don't pay more than you should when the pipes burst

  • Advocate: Someone who will fight for you; be it a friend or a professional, this person has your back no matter what is going on in your life

  • Financial Counselor or Financial Advisor: Someone to either guide you to your financial goals or push you forward when you get there

Excellent article in Kiplinger News

Here is an excellent article for families with aging parents. 


Life Money Management Launches

A new firm is addressing money management challenges that plague many Pennsylvania residents. Life Money Management, owned by Julianne Miller, teaches everyday folks about how to budget, balance checkbooks, negotiate lower credit card fees, apply for loans, and make informed financial decisions.

"We help people understand their finances so they can lead a better life without worrying about money," Julianne Miller said. "Some people love to learn, and others, not so much. Some people don't want anything to do with money. That's ok -- we have them covered too. We can help with everyday bills and money management. Just because someone doesn't want to manage their money doesn't mean they should be late with bills and then get charged overdraft fees because they are busy."

One aspect that families find helpful is getting assistance for their elderly parents' finances. As one client said: "I'm so glad you are helping [my parents]. I don't know what [they] would've done without you."