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Avoid the Biggest Mistake Investors Make

October 2021   What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…

Hang Up On Hustle Culture

September 2021   Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner…

Taming Financial Biases

August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…

Social Security Can Be Tricky

July 2021 The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no…

Common Misunderstandings in Estate Planning

September 2020 I regularly encourage everyone to get his/her/their estate planning done.  It’s a great act of love for your family and…

Earthquake Gratitudes Taught by a Pandemic

August 2020 This year’s updating of the earthquake kit brought a new perspective on being prepared to shelter in place for a…

Moving Toward Financial Well-Being in 10-Minute Increments

July 2020   I recently did a virtual presentation for women executives on how they can move their financial lives forward, even…

Charitable Donations in Intense Times

June 2020 Most of my clients donate to charity. Some do it in a small way, some in a big way. Some…

Patching Holes in Your Financial Fences

The metaphor I use in my office is that financial planning is like raising a farm of cash cows.  You have to…

How To Do One More Day When You Think You Just Can’t

I went to bed April 4th feeling just fine about sheltering in place until May 3rd. Then I woke up on April…

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