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…

Finding a Sense of Peace

I imagine there’s always been bad news, but lately it feels worse than ever.  There’s too much information, too much hysteria and…

How to Raise Financially Responsible Children

How to Raise Financially Responsible Children Although you’ll have to wait a good while before they’ll thank you for it, teaching your children…

Ideas for Celebrating the “Big” Birthday

I have many friends and clients celebrating a “big” birthday this year — you know, one that ends in a zero.  While…

Why Have an Asset Allocation Strategy?

Your asset allocation strategy represents your personal decisions about how much of your portfolio to allocate to various investment categories, such as…

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