Cyber Security in the Age of Accelerations

November 15, 2017

The data breach at Equifax, which exposed at least 143 million people’s financial data, is a symptom of the Age of Accelerations. Accelerations in globalization and technology are enabling thieves to be ever more sophisticated in their crimes. If even a company where data security should be paramount can be compromised, how are far less sophisticated consumers to protect themselves? Until the system changes, it is on us to protect ourselves. Read more

Recovering from the North Bay Fires

October 30, 2017

With over 100,000 people displaced by the North Bay fires, chances are even if you weren’t directly impacted by them, you may know someone who was. Recovering from a catastrophic loss of this nature is complicated by the emotional challenges of grieving from the loss. We’ve included some tips below to help begin the long road to recovery, gathered from survivors of previous fires and insurance experts. Read more

New Year’s Resolutions: Why Bother?

February 1, 2017

If you are like the 44% of Americans who made New Year’s resolutions in January, you might by now also be feeling like the 92% of people who fail to keep their resolutions. If so, you might be wondering what is the best way to stay on track? What can I do if I fall off the wagon? Or why bother setting them at all?

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Gratitude Is Good For Your Health

December 1, 2016

After a particularly divisive and negative election season, many might be craving a bit more positive energy and healing. The hectic pace and excessive consumption of the holidays can also cause stress. For these reasons, now is a particularly good time to focus on gratitude and generosity to others.

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Is Your Cyber Hygiene Up to Snuff?

December 1, 2014

With the recent spate of high‐profile hacking incidents into corporate networks (e.g., Home Depot, JPMorgan), now is a good time to review ways you can protect yourself online and make sure your cyber hygiene is adequate given the ever‐more sophisticated tactics of hackers and fraudsters.  

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Financially Savvy Traveling

August 1, 2014

While traveling in Costa Rica this summer, I realized that there are many ways to make an international vacation slightly less expensive.

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The Key to Happiness

December 1, 2013

Perhaps it is the time of year, with Thanksgiving and the holidays upon us, but I tend to reflect more about what I am grateful for in my life. One of my favorite social researchers, Brené Brown, found in her research that there is a link between happiness and gratitude. She found that people who have a daily practice of gratitude are more joyful.

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How to Find a Good Financial Advisor

August 1, 2011

As a financial planner, I often get asked by friends for advice on choosing a financial advisor. I thought I’d share a few resources with others who might be on the hunt for a financial advisor.

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