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.

Read more

New Year’s Resolutions

January 1, 2015

Judging by the number of inquiries I’ve been getting recently, getting one’s financial house in order is a popular New Year’s Resolution (or an incomplete one from last year!). If you are also interested in doing some financial house cleaning, spreading it out over the course of the year can make it more manageable.

Read more

Top 10 Financial Planning Tips for Success

April 1, 2014

In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address.

Read more

Cash Flow Is King

March 1, 2014

There is an old saying that “Cash is King”.  Its origins are unclear, but it has been widely used in reference to the tendency of companies and households to hold excess cash in times of uncertainty or distress to preserve flexibility.

Read more

How to Not Break the Bank This Holiday Season

November 1, 2012

The holiday season is upon us. This time of year can be filled with lots of fun activities and positive emotions. However, it can also be a stressful time for many, running from one party to the next, trying to get it all done in time and wondering how you are going to pay for it all.

Read more