I am a fan of national theme months, of which we have many in this country, so of course, I love Financial Literacy Month in April every year. But...
Turn Your “To Do” List Into a “Ta-Da!” List
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Financial Wellness
Theme of the Year: Plan Ahead or Go with the Flow?
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...
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...