Can We Afford a Vacation Home in Tahoe?

September 1, 2016

Every summer when I spend a week or two in Tahoe for vacation with my family, I fantasize about owning a cabin there. This summer, I decided to analyze what it would actually take to make this dream a reality.

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What Lemonade Stands Can Teach Your Kids about Money

June 15, 2016

Now that most kids are out of school, parents might start hearing the dreaded “I’m bored” if their kids aren’t in camps all summer. The next time you hear that phrase, instead of just telling them to go outside and play, encourage them to start a lemonade stand and use the opportunity to teach them some useful personal finance and entrepreneurship skills.

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What to Do if You Haven’t Saved Enough for College

May 1, 2016

Given the many competing demands on our money, many parents find themselves in a panic when their kids enter high school and they realize they have very little saved to pay for college. With the average annual cost of a private university now exceeding $45,000 and the average cost of a public university close to $25,000, most people can’t easily pay for college out of cash flow.

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Is College Still Worth It?

April 1, 2016

With the average cost of a private college now exceeding $45,000 and the average cost of a public university close to $25,000, you might wonder if sending your kids to college is still a good investment. Recent research indicates it still is.

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What Mindfulness & Money Have in Common

March 1, 2016

I recently attended the Wisdom 2.0 mindfulness conference in San Francisco and wondered what connections I could draw from the conference to my financial planning work with clients. After some reflection, I think it comes down to purposes and leading a fulfilling life.

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Money CAN Buy You Happiness

January 8, 2016

While it is often said that money can’t buy you happiness, it is also true that getting your financial house in order and having a clear idea of your goals and how you plan to get there can improve your mental well-being and reduce the stress in your life. And we know that a reduction in stress can lead to better health, and better health leads to happiness.

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The Gift that Keeps on Giving

November 1, 2015

With the holidays upon us, my thoughts have turned to gift giving. My kids are already preparing their lists for Santa. While it can be tempting to fulfill their every request, have you ever noticed how quickly they become bored with the toys and games you buy them? How about giving them a gift with longer-term benefits?

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Take Control of Your (Financial) Life

October 1, 2015

Those who know me know one of my passions is inspiring women to take financial responsibility for their lives. We live in a culture where girls are discouraged from taking an interest in math, finance and investing, yet women control more and more of the wealth in this country.

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Protect Your Family With Insurance

September 1, 2015

Protecting their family is one of the top priorities of most parents, particularly if the family is dependent on the income of only one parent.  Much attention is placed on sexier topics like investments, but the best-laid investment strategy can be ruined if something awful happens and the family isn’t protected.

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