Ladies, when you “dis” something you mentally degrade or put it down. This can hinder you from using your financial resources in retirement to fulfill your unique version of true wealth…

You have crossed over the proverbial finish line of retirement. You set your financial goals, and your financial advisor says you have the resources to sustain your income needs…

You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into your IRA, or your employer…

We miss the profound depth to financial thriving when we focus solely on getting better rates of return, maximizing Social Security, mitigating risk, diversifying assets or addressing draw down rates – the traditional talk of financial advisors…

Ladies, as we celebrated the freedoms of our nation on July 4, I encourage you to look at how to create financial freedom in your life. Money is a tool to be used creatively and constructively to build families and communities. Your self-worth is not your net-worth…

We are a blended family with four children. It was far from easy to deal with financial decisions as they grew up. Now ensconced in their adult lives, it continues to be challenging to discern if, when, and how to financially walk alongside them…

There is no part of life that can be experienced in a vacuum. Each decision you make impacts other areas of your life. I know, for instance, that if I have a glass of wine, it will trigger a migraine, and I will be wiped out for three days…

My aging parents are both over 80. They live in their own home and are managing their day-to-day activities and financial affairs with admirable fervor and zest. I see them every few months, and we talk regularly on the phone. They acknowledge…

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there…

Do you feel your life is immersed in uncertainty, more than ever? Every day, new information comes out impacting our future trajectories. This uncertainty can paralyze us. We can’t stay in limbo, thinking that everything will go back…