04 Feb Money carries stories
I was talking with a friend recently about money and about the book I’m writing. She shared how she and her siblings each related very differently to the wealth they inherited...
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04 Feb Retirement contribution rates 2026
Not sure how much you can save into retirement this year? If you’re just now reviewing your plan, both employer retirement plan and IRA contribution limits have gone up—and there’s one...
04 Feb Permission to slow down
Permission to slow down January often kicks off with pressure: plan faster, go harder, get ahead. But this year, I’ve noticed something different. Clients, friends, and even people I follow are pausing instead. I...
04 Feb Money stress doesn’t take a holiday
Money Stress Doesn’t Take a Holiday One moment you’re laughing with family or friends. Next, you’re stressing about overspending or judging the choices you made earlier in the year. Sound familiar? Here’s what...
02 Dec Retiring Abroad?
Thinking of retiring overseas? Read this first. I was recently introduced to a couple now living in Morocco. Lovely people; thoughtful, curious, and wanting to get organized around their finances. But I...
24 Nov Gratitude, perspective and Thanksgiving
Around this time of year, I always find myself thinking about perspective; how much it shapes the way we experience everything, including the holidays. Recently, I was working on a Thanksgiving...
24 Nov A full life or a busy one?
Busy or Full? A Reflection on Time, Money, and the Choices We Make The other day, I nearly skipped a monthly peer group call, planning to catch the recording later. But...
18 Nov Moving your 401k?
Rolling Over a Retirement Account? Here’s One Costly Mistake to Avoid ⚠️ When you move money from a 401(k) or other employer plan into an IRA, how that money moves makes...
29 Oct Don’t Miss This SEP + IRA Strategy
If you're self-employed, understanding the difference between employer and individual retirement contributions isn’t just a technicality—it can have a real impact on your taxes. In this article, I break down...
28 Oct Am I Behind is the Wrong Question
You’re Not Behind. You’re Right On Time. I was recently looking for an attorney. Two names came to mind—one had retired, and the other had merged into a larger firm. Which got...
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