15 Jan Living Prosperously in 2025
The first few weeks of a New Year are always a good time to reflect on ways to nurture your financial, physical, and emotional well-being. True prosperity isn’t just about dollars...
Financial Clarity
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...
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...
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...
20 Apr A Financial Wellness Plan Can Help Pave the Road to Retirement
If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly...
29 Jan Sharing Your Money Values Can Be Part of Your Legacy
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn't...
26 Jan How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you...
13 Jan Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it's likely that this...