17 Sep 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...
Blog
08 Sep 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 visual...
25 Aug 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...
11 Jun 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...
22 Apr 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 started reading The Carbon...
19 Mar 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, like...
15 Feb 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 to...
06 Nov 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 chunks...
17 Oct 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...
03 Oct Know Where You’re Going
And that there may be some detours along the way...