3-Step Fall Financial Checkup
by Greg Radosevic
The first day of Fall Equinox is September 23 which happens to be my birthday. Me – laughs a little too loud. Wipes away a tear drop.…
by Greg Radosevic
The first day of Fall Equinox is September 23 which happens to be my birthday. Me – laughs a little too loud. Wipes away a tear drop.…
by Libby Ludwig
Sometimes dealing with finances can seem overwhelming. It seems like too big a task, too much to do. So we don’t even start. Or we aren’t sure…
by Iris Bot
COVID-19 isn’t fair! It ravages one person’s health and the next person, while infected, is symptom free. The same is true when it comes to financial health. …
by Greg Radosevic
As we grow older, our priorities tend to change and evolve over time and so it goes with retirement savings. Did you know that millennials are not…
by Iris Bot
Many of us may have resolved to save more in 2021, but sometimes it can be hard to get started. Here are some money-saving tips to get…
by Greg Radosevic
Are you like me? Are you always thinking of ways to save money? Do you panic at the thought of overspending on dumb stuff? I am certainly…
by Jessica Staley
As the new year begins and we start thinking about what we want to do different this year, often how we manage our finances are at the…
by Libby Ludwig
“What would you like to see yourself accomplish with your money?” I ask this of every person that’s on my computer screen during a video session. And…
by Jessica Staley
Joint accounts! For some it may create anxiety while for others is may be a sense of relief. How can you determine if a joint account will…
by Iris Bot
Financial Analysis: Free Review of Couple’s Finances
Financial health happens when you partner with IRIS! Securely submit your financial information to IRIS and receive a free, comprehensive financial plan within hours! This plan is reviewed by one of our live Certified Financial Specialists. It's the first step on your journey to financial health!