My 3 Financial Guilty Pleasures
In my business you get a real unique perspective on how people view things. Especially when it comes to money...
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of...
Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I...
Why Should I Care About Long Term Care?
As our retiree clients start to age, one question is always on their mind, healthcare! They are concerned...
Tax Season’s Two Big Changes
Taxes. They are on everyone's mind these days. With 2018 behind us, it's time to prepare for tax season. Soon...
6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. ...
The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to...
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension...
The Downsizing Myth
Is downsizing just a myth? Many people in retirement upsize, "rightsize" or make no change at all.
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