Carol Brick

Christmas spending

Christmas spending: 3 tips to avoid a financial hangover, according to a financial advisor

It is a given that we all spend more than normal at Christmas, from Black Friday to the…

money-saving

7 money-saving personal finance moves to start right now, according to a financial advisor

At a time when inflation is busting everyone’s finances, try these money-saving personal finance strategies from Carol Brick,…

retirement plan

A financial advisor on how to get your retirement plan on the right track

Many clients who come to us are worried that the amount they are saving for their retirement plan…