Financial Planning

Is College Still Worth It?

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. […]

What Mindfulness & Money Have in Common

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. […]

Money CAN Buy You Happiness

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 [...]

Take Control of Your (Financial) Life

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. […]

Protect Your Family With Insurance

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. […]

Pay Yourself First

Most people know they should be saving for retirement. It never ceases to amaze me how little time and effort people put into thinking about something that has such a large impact on their quality of life. […]

Why Save for a Rainy Day?

Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job loss or unexpected expenses.  […]

New Year’s Resolutions

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. […]

Financial Planning Tip #2: Articulate Your Goals

“If you don’t know where you are going, any road will get you there” – Lewis Carroll In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should [...]