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…

I imagine there’s always been bad news, but lately it feels worse than ever.  There’s too much information, too much hysteria and too much “yelling.”  More than ever, people long for…

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 to be financially responsible is one of the best…