When I talk to prospects or clients about credit cards I can always tell pretty quickly how they feel about those pieces of plastic. Some say they love the benefits, points, or other rewards that come with having a certain card. While others become quiet and are nervous when having to admit how much credit […]
6 Ways To Save on Back To School Shopping
As I sit here writing this I can’t believe that we are not only more than halfway through the year but more than halfway through the summer. Which means one thing-back to school shopping. As a kid this was always my favorite thing to do but I know I drove my Dad crazy because of […]
Get to Know Me, Caroline Tanis
Hey I’m Caroline Tanis a female financial advisor based in New Jersey. Proud dog mom to Chester, avid reader, and lover of all things personal finance.