Personal Finance

Risky Business: The Cost of Fear

“Non, je ne regrette rein,” sang France’s national chanteuse Édith Piaf. She was warbling about letting go of past emotional heartbreaks to embrace a...

“I Wish I Had Known That!”

How many times have we thought, “I wish knew then what I know now…” With age comes wisdom— particularly financial wisdom. I asked a diverse...

Will Your Financial Plan Pivot With You?

So, you took control of your financial life a year (or more!) ago and sat down with a professional to create your ‘roadmap’ —...

It’s Okay to Want What You Want

I help clients achieve their financial goals. Sounds simple, right? Well it can be, when they identify what they are. I mean, how can...

Save it, Sister!

I never trusted commercials that claimed that a snack “tastes good and is good for you”. That just didn’t match my own experience. I...

A Safety Drill for Your Investments

During the past nine years, investors have watched their portfolios grow steadily thanks to the bull market, which, according to MacKenzie Investments, has seen...

Need a Financial Advisor? It’s as Easy as 1,2,3

In the 70s, in my “home ‘ec” class we learned rudimentary cooking skills and how to thread a sewing machine. In other words, lots...

The Care and Feeding of Your Nest Egg

Life Happens: Goals-based Investing While many healthy boomers are choosing to delay retirement, most will turn to their nest egg at some point to fund...

5 Common Investor Mistakes and How to Avoid Them

Given the amount of financial information that swirls around us every day, it’s no wonder that investors get confused.  Sorting through blogs, podcasts and...