September 2021
Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner voices nag you to “be productive!” or “stop wasting…
August 2021
Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns versus the S&P 500 stock index. This year…
July 2021
The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no longer working for a salary, and most of my…
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…