Charitable Donations in Intense Times
June 28, 2020
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
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Patching Holes in Your Financial Fences
May 16, 2020
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
How To Do One More Day When You Think You Just Can’t
April 23, 2020
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
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