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 [...]
The Gift that Keeps on Giving
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 [...]
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. […]
Teach Your Kids to Be Savvy Back-to-School Shoppers
One of the best teachable moments to teach your kids good financial skills is through the back-to-school shopping process. Before your inbox gets cluttered with advertisements or your kids start seeing ads on TV or the internet, come up with a plan to involve them in the process and make smarter shoppers of them. […]
Wise College Shoppers Finish Less Poor
Although my kids are still young, I am starting to learn more about the college selection process to help some of my financial planning clients with older kids. It is a highly complicated and seemingly mysterious process, but doesn’t need to be frustrating. […]
Invest Wisely & Ignore the Noise
We are surrounded by a cacophony of media and purported “experts” trying to tell us how to make money in the investment markets. It’s human nature to think we can outsmart those around us. The problem is – research shows that following this type of advice is actually detrimental to your long-term investment success. […]