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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Financially Organized
Build Better Financial Habits With Simple 2 Minute Steps
How Autopilot Shapes Our Financial Habits What habits do we have, or wish we had? In business or our personal lives, most of our daily actions are...
Leave Your Family Comfort Not Confusion This Holiday Season
The Holidays Remind Us Why Family Comes First Do you love the holidays as I do? Or do you feel more like Scrooge (like my husband pretends to be)?...
A Few Insights From a Clutter Buster on Decluttering
Does your stuff – and the things around you – represent who you are today, or who you were in the past? This is one of several thought-provoking...
One Trick to Overcoming Financial Procrastination
Jokingly, we have all heard, and then chuckled, the phrase, “Why do today what you can put off until tomorrow?” We call that procrastination....
Get Your Docs in a Row | Make This the Year You Get Your Financial House in Order
I love New Year’s Resolution time of year not because of the goal setting but because it gets us thinking about the results we seek. Once you know...
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...
Do You Have “I Wish I Would Have…” Regrets?
Are you a list maker? Or do you use them to help you move forward and stay organized? One of the most common To Dos on our “list” as we get older,...