As I write this, I am looking at nine of my past vision boards displayed on my office wall. As a financial planner, I know that I can’t control all...
Theme of the Year: Plan Ahead or Go with the Flow?
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Financial Wellness
Your Money and Wellness Focus for the Year Ahead
Everything doesn’t suddenly change overnight, going from December 31 to January 1, but because we turn the page of a calendar and get used to...
Exercising Your Money Muscles: 3 Habits for Financial Wellness
Oh, if we had only known then what we know now! We can say that about many things in life. August is Wellness Month, so I want to share some...
Marriage and Money Habits | Mid-Year Financial Check-In for Couples
I invite you to take yourself off of autopilot mode for a minute when it comes to how you and your significant other handle your finances. Research...
Is It Okay To Live In Our Own Little Bubble?
Does this sound like you? I like my life just the way it is. I know a lot is going on in the world. I keep abreast of it but can’t do much about it...
Unraveling Your Money Mindset
In the United States, since the late 1990s, financial experts and educators have identified a significant gap in financial knowledge among young...
Are You a Good Page Turner? Your Next Chapter.
I just finished, and thoroughly enjoyed, a class called Next Chapter which was based on Harvard’s research on happiness. Researcher Dr. Robert...
What Type of Financial Couple Are You?
Have you ever felt guilty or frustrated with your lack of comfort with money? Or wish you felt more knowledgeable or confident when making financial...