Financial Planning — It has nothing to do with luck.

This month of March you may be thinking about all things green – including your hard-earned cash! You may also hope that some good luck finds its way to you. Oddly enough, many people view luck as an integral part of their personal finances. The idea that wealth is a direct result of “getting lucky” […]

February is Often a Month Full of Relationship Talk.

February is often a month full of relationship talk. We talk about what a healthy relationship looks like, what a healthy self-view while you’re single looks like, and the best heart-shaped-recipes to cook on February 14th with your significant other. But I want to talk about the significant other in your life that nobody wants […]

Why Do We Procrastinate about Finances?

Let’s face it: life gets busy. Between our professional and personal lives, we often have very little time left over to work toward big-picture goals, and some important things end up getting neglected. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only […]

Your New Year Financial Checklist

New Years is an exciting time. It’s a moment filled with hope. We spend time with the people we love, realign ourselves, and refocus on what’s truly important in our lives. For some, this can inspire them to make some positive life changes in the coming year. We’ve heard all the typical resolutions – exercise […]

Why You Need A Financial Plan

There are a few times a year when the volume of calls to my office from people seeking financial advice goes way up. One of them is in January when New Year’s resolutions are top of mind and another is the 30 or so days leading up to the tax deadline in mid-April.The “January effect” […]

Happy Holidays: The Gift of Financial Self-Care

The holiday season is a once-a-year mash-up of magic and madness, and it can be a challenge to find balance between the two. The moments of wonder with family and friends go hand-in-hand with the chaos of shopping, rushing, eating, and drinking…sometimes to excess. ’Tis the season to be jolly, and the season only comes […]

How to Prepare For An Encore Career

Ready for a career change? More and more people are rethinking success at midlife or retirement, and considering a shift to more meaningful, purpose-driven work. Combining a desire for social contribution, entrepreneurial passion, a job that’s not-just-a-job, and – often – continued income, encore careers are an appealing fresh start. Whatever your encore career goals, […]

Cultivating a Healthy Relationship with Money

Cultivating a healthy relationship with money is the foundation of a rich and happy life. Just like any other relationship, for your money to prosper and grow, it needs attention and care. You don’t want to smother it with worry and fear, but you also don’t want to be neglectful. You need to get to […]

Stocks and the Retiree Next Door

54% of the successful retirees who took the recent retiree next-door survey, named stocks as their highest performing asset class but in the same survey, stocks took first place on the list of top 10 financial missteps. As a financial advisor with two major market downturns under my belt, this doesn’t surprise me. The truth […]

5 Money Worries Every Boomer Woman Understands

As a financial adviser, I hear firsthand what boomer women worry about. Of course, all women are not alike: We have unique lifestyles, careers and aspirations. Still, getting older seems to yield surprisingly similar financial worry-lists for us. Here is a list of the top five fears that my clients bring me, and some ideas […]