13 Feb 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!? Some...
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!? Some...
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 money...
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 December...
“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 to...
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 environmental...
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 Everett...
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...
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...
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 will...
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 I...