Blog

Tuesday, February 6, 2024

As both a financial planner and a runner, I can tell you that retirement planning is much like running through a woodland trail. There’s definitely no straight road; it’s a long and winding path that takes tenacity and grit to navigate.

Thursday, January 4, 2024

Could teaching your kids about money help you retire on time? If spending time teaching your kids about money is as important as your own spending and savings plan, do you know what to teach them and when?

Saturday, September 16, 2023

Money plays a huge role in our lives and can affect our relationships and general wellbeing. Teaching kids about spending and saving equips them with the confidence, knowledge, and skills to manage money effectively both now and in the...

Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

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...

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Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

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....

Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

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...

Tuesday, August 22, 2023

We all have our good days and bad days, and are generally used to the highs and lows of modern life. But sometimes do you feel like those bad days can start to build up, running into weeks, months, or even years? Self-doubt, or what...

Tuesday, August 22, 2023

Knowing when and how to make the right financial decisions is not easy, especially when it comes to investing. Dealing with money is hard. Heck, dealing with life is hard. It is rare that making a big decision of any kind comes easily,...

Tuesday, August 22, 2023

Post graduate decision making during the best of times can be overwhelming. How terrifying must it feel in the midst of a world-wide pandemic and economic meltdown? My heart breaks for all of the college seniors across the country...

Tuesday, August 22, 2023

Go to your happy place. Have you ever been told this? I would imagine so, given the current situation we find ourselves in. Visualization is part of meditation, which has become a critical life skill in these uncertain times.  I...

Tuesday, August 22, 2023

In today’s modern world, the image of a successful financial planning business is predominantly considered one that skews to the male ideal. Performance, competition, achievement, assertiveness, independence and leadership. All...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Monday, August 21, 2023

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...

Sunday, August 20, 2023

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...

Sunday, August 20, 2023

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...

Sunday, August 20, 2023

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....

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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...

Monday, May 29, 2023

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 –...

Sunday, May 28, 2023

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...

Sunday, May 28, 2023

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...

Sunday, May 28, 2023

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...

Sunday, May 28, 2023

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...

Tuesday, May 23, 2023

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...