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 loved ones, and the cost in time and money…
August 2020
This year’s updating of the earthquake kit brought a new perspective on being prepared to shelter in place for a (previously) recommended 72 hours. My first reaction? “Ha! I’ve…
July 2020
I recently did a virtual presentation for women executives on how they can move their financial lives forward, even while navigating a busy schedule. These were the 10-minute projects…
June 2020
Most of my clients donate to charity. Some do it in a small way, some in a big way. Some have a specific strategy and some take a more…
The metaphor I use in my office is that financial planning is like raising a farm of cash cows. You have to put a fence around cows or they’ll find…
I went to bed April 4th feeling just fine about sheltering in place until May 3rd. Then I woke up on April 5th and thought, “I can’t possibly do one…