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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’ —...

Home Alone: What Every Widow Needs to Know

“Anybody can become a widow. There aren't any special qualifications. It happens in less time than it takes to draw a breath. It doesn't...

Five Ways to Control Impulsive Investing

We all make mistakes with money. Usually, it’s overspending on an item—only to find it on sale somewhere else, grrrr. Or spending on the...

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...

Money, Stress and Your Sex Life

Sigmund Freud famously asked, “What do women want?” According to some recent studies, women prefer to talk about death rather than money and to...

Risky Business—What’s Your True Comfort Zone?

The biggest problem with the investment industry is sometimes we need a special dictionary to understand what’s really being discussed. Take the word “risk”,...

Good Value Hunting

It’s said that to be a successful investor you need to possess two things: the right process and the right temperament. Let’s tackle temperament...

What’s Your Spending Style?

We make spending decisions every day. Should I buy the dress? Where should we go for dinner? Where should we take our vacation? I’ve been...

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...