Blog

Many people view shopping for what are typically classed as “non-essential” items as frivolous or wasteful. And in many instances, they would be right. But when you take the time to really understand what is important to...

Retirement is a time to enjoy the fruits of your labor, not stress about the perils of financial mistakes. No matter if you are 70, 50 or 30 years old, utilizing a Roth 401(k) investment account serves as a fantastic tool to lessen...

A Backdoor Roth is a strategic conversion of your traditional IRA into a Roth IRA. It allows you to circumvent the Roth income restrictions and contribute to the retirement vehicle even if you’re earning more than $135,000 a year...

Investing your money in the stock market is one of the best ways to grow your wealth. This is not a “trick” I am trying to play on you, it is something I know through my own experience. But maybe you are still apprehensive....

Despite much belief to the contrary, investing is not an IQ test. It’s a test of character. Of balancing patience and decisiveness. Of your willingness to get comfortable being uncomfortable. What does it take to be a successful...

Last year, just before the pandemic hit, I learned to surf at a stunningly beautiful retreat in Costa Rica. It was an adventure that left me forever changed, and taught me far more than just how to catch a wave. Recently, I...

I have spent most of my career in the finance industry. And through all the stock market highs and lows I’ve witnessed, one thing has remained unchanged: whenever there is uncertainty or volatility in the capital markets, the...

Our attitude toward truth has an enormous impact on creating wealth in our lives.  What does facing truth have to do with wealth? If you are a “truth-seeker” you are far more likely to be wealthy. Why? Because you...

A well organized closet serves as a surprisingly good metaphor for your investment portfolio. It may sound silly at first, but sorting out the different components is a crucial step in ensuring you feel confident in your financial life...

I recently spent an evening with a group of accomplished, smart women from a variety of generations. The wisdom of these ladies blew me away. We had an empowering conversation about life lessons and hard choices. And one of the topics...

Do you often feel like you are flirting with disaster, especially when it comes to money? Maybe it is ensuring you have an updated will, but you don’t know where to start. Maybe it is having an accountability partner evaluate...

Are you like me when it comes to change and uncertainty? Both nervous and excited at the same time? Change can be a wonderful thing, but also extremely daunting and confusing - especially when it comes to changing a service provider or...

When I first got married, an experienced, twice-married colleague gave me some interesting nuptial advice. She claimed there are only two things married couples fight about. One is sex, and the other is money. I had two thoughts about...

Do you need a financial advisor? Do you feel confused about how to select the right one for your specific needs? With so much choice – and often confusing differentiators like financial advisor, financial planner, private wealth...

When it comes to good investing, we’d all love to be able to find an easy way to make lots of money quickly, and without risk. But the fact is that simply isn’t realistic. Whether we like it or not, good investing...

The new year is fast approaching, a favorite time to take stock of where we’ve been, and make plans for where we want to go. 2021 has been another year of “unknowns”, and as we close out this historic year, it seems...

Imagine you had the chance to sit down for lunch with a group of successful and wealthy women, and you could talk about anything. What questions would you ask? If there was no judgement, no taboo too touchy, and no risk of reprieve....

There are a million things to love about having choices. The modern world loves freedom and choice, and so we tend to only focus on the positive aspects. But does more choice always mean more freedom? And how does having too much of a...

Have you been watching the recent U.S. Olympic Trials? One of my favorite events is gymnastics. Perhaps because I was a (sub-par) gymnast years ago. Simone Biles is such a queen. Simone appears to defy the laws of physics with this...

When talking money, and investing in particular, the most common question I am asked is how people can grow their wealth through investments. Of course, we’d all love to be able to make lots of money quickly and easily –...

It’s that time of year again that brings us all together in a shared feeling of… not joy, sadly, but perhaps dread, panic or confusion. Tax season. But fear not, help is at hand! With this year’s tax return deadline...

Considering end of life planning is never an easy task to confront. But when you reframe it as one of the last legacies we leave our loved ones, it helps to underline the importance of ensuring you have an estate plan in place. But one...

Owning your own small business can come with a lot of freedom that being an employee can’t provide you. Unfortunately, being a small business owner can also create additional responsibilities, uncertainties, and stress.Small...

For many of my clients, a meaningful part of their financial plan is charitable giving. Being financially stable enough to use your resources to give charitably is truly a gift. Once you reach the point in your financial journey when...

For many of us here in the US, Thanksgiving is one of our favorite days of the year. It’s a cherished time for us to come together with the people we love, and give thanks for our different blessings. But as joyful as this can be...

Reviewing tax returns can be daunting and difficult given the many state and federal complexities and often changing rules. So as we rapidly approach this year’s tax return deadline of April 18th, let’s do a last minute run...

Cash flow is a topic we all struggle with from time to time - even financial professionals like me. The key to managing it with confidence is not in curtailing your spending to the extreme, but rather in understanding where and how...

After years of managing not only my own finances but those of wealthy clients, I have come to learn that there are four key types of wealth that encompass our lives as a whole: financial, social, time, and physical.How you spend your...

New business owners often treat their tax bill as a surprise. For many, up until that point taxes are like a mythical medieval dragon; they simply don’t exist. Then suddenly, like Hydra out of the sky, there’s a massive tax...

I think most of us can agree that 2022 has come around fast, despite the struggles of 2021. It’s been a pretty wild ride and the world remains uncertain, but that doesn’t mean your financial situation has to. January...

We all need a little help sometimes, especially when it comes to journeys of self-discovery. Those babies can have some pretty crazy twists and turns, and having an expert guide and support system to help you find your way can be an...

Imagine you had the chance to sit down to coffee with a group of successful and wealthy individuals, and you could talk about anything. What questions would you ask? Perhaps you would want to know what their secrets are? What do they...

Today, 24% of wives earn more than their husbands. That’s four times greater than in the 1960s (well done, ladies. Keep up the good work!).But before we can wholly celebrate women’s financial and professional ascent, we...

I’ve been asked a lot lately about what an I Bond actually is, and how worthwhile they are. Many pundits in the media will tell you purchasing an I Bond is a “no-lose” investment strategy that everyone (and their...

We all love the idea of leaving something to our kids one day. But did you know that there is an alarming 70% failure rate in wealth transfers for affluent families? As shocking as it sounds, it has actually been a problem within...