Blog-Articles
One Size Fits All?
I have a favorite store where I often find linen clothing from Europe. The dresses are usually one-size-fits-all, and they’re often quite voluminous. I used to have another favorite t-shirt...
17 September, 2024
Saving, Spending and Receiving
“We fling our paychecks at pastel cookware and strawberries from farmers’ markets.” For some reason, I just loved this line from an article I read recently. It created a vivid...
08 September, 2024
When Cash isn’t King or Queen
One of the saddest things I encountered early in my finance career was a gentleman nearing retirement age whose 401k had been sitting in cash his entire career. This was...
25 August, 2024
Liquidity
Many people are unsure about the right questions to ask to ensure a financial solution is a good fit for them. One important aspect often overlooked in financial conversations is...
11 June, 2024
Earth Day 2024
Favorite Earth Day quote: “Today is Earth Day, which like Mother’s Day, shouldn’t be a day at all, more like an all-year-round celebration.” ~ Seth Godin. I’ve just...
22 April, 2024
Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client’s Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses,...
19 March, 2024
Love Your Money Tips
If you’re not into the Valentine’s hoopla, you can still use the day to love-on something you care about. Your dog, garden, family. And… what about your money!? Some tips...
15 February, 2024
Why We Have an Emergency Fund
The unexpected is why we have an Emergency Fund or Contingency Fund if the idea of an emergency stresses you out. I also like to add buckets for other big...
06 November, 2023
October is National Financial Planning Month!
What doors are you opening to your money this month? What steps can you take towards your financial goals? A few ideas… Add to or start your savings plan The...
17 October, 2023
Know Where You’re Going
And that there may be some detours along the way… Last week, I was on an advisor call, and our guest speaker was author Brad Stulberg, who talked about his...
03 October, 2023
Give Your Money a Midyear Checkup
If 2023 has been financially challenging, why not take a moment to reflect on the progress you’ve made and the setbacks you’ve faced? Getting into the habit of reviewing your...
21 August, 2023
World Water Day 2023: Accelerating change to solve the water and sanitation crisis
March 22nd is World Water Day 2023 Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe...
22 March, 2023
The “High Seas” Treaty
More good news for the planet with nearly 200 countries agreeing to a legally-binding “high seas treaty” on March 4th. Late last year, at the COP15 UN biodiversity conference, an...
14 March, 2023
International Women’s Day 2023
#EmbraceEquity #IWD2023 “The story of women’s struggle for equality belongs to no single feminist nor to any one organization but to the collective efforts of all who care...
07 March, 2023
It’s Valentine’s Day, Give Your Money Some Love
Don’t buy into the Valentine’s Day hoopla? Redirect that love and take care of something close to your heart. Your house, your garden, your dog. And… what about your money!?...
13 February, 2023
Money Purpose
Getting clear on your view of money’s purpose can be a useful filter when choosing between competing money uses. What makes you happy? What do you dream of? Is...
10 January, 2023
COP15 adopts a plan to protect 30% of land, water.
Good news for the planet with the adoption of a sweeping agreement at COP15. “The threat of a mass extinction of plant and animal species led 195 nations early Monday...
22 December, 2022
Organized books into Insight
“Accounting is a way to turn organized books into insight.” ~ Seth Godin I enjoyed this Seth Godin post, in particular points 2 and 4, below, which could equally apply...
05 December, 2022
Earth Day 2022
April 22nd is Earth Day! The first Earth Day on April 22, 1970, activated 20 million Americans from all walks of life and is widely credited with launching the modern...
21 April, 2022
Conscious Wealth Planning Event
Join us for a stimulating conversation about sustainable investing and directing and engaging with your money from a place of purpose and value. I’m excited to be speaking with Françoise...
20 April, 2022
Greenwashing
U.S. Securities and Exchange Commission Chair Gary Gensler in a recent twitter post, commented on greenwashing, and questioned whether firms were adhering to a 1940 law that requires fund names to match...
20 April, 2022
Groundwater – Making the Invisible Visible
March 22nd is World Water Day 2022! Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe...
22 March, 2022
Does your plan support your happiness?
I heard this quote recently and it got me thinking. We talk a lot about money in the financial industry; how much do you want to earn, how much income...
24 February, 2022
Social Security Credits
When am I eligible for Social Security? A lot of my clients are travelers, and some have traveled to work here. A question that sometimes comes up is, when am...
24 February, 2022
Shareholder Efforts Pay Off
I read a Facebook post some years ago that said it didn’t make a difference for someone to invest in a sustainable fund. To be honest, I don’t recall their rationale,...
30 December, 2021
COP26: 2021 United Nations Climate Change Conference
These past weeks have seen the 2021 United Nations Climate Change Conference, also known as COP26, take place in Glasgow, Scotland. Originally planned for 2020, it is the 26th United...
10 November, 2021
Investing and the patience of a Gardener
I’m not sure how long I waited for this flower to arrive. It’s in the scope of 5 or more years, possibly even longer. Time does fly by. For a...
13 October, 2021
Harvard Pivots on Fossil Fuels
Last month Harvard University disclosed that their funds would no longer invest in fossil fuels. That’s a nearly $42 billion endowment, shifting gears in the right direction. As a New...
11 October, 2021
