If you’re a fan of helping the next generation to get a strong financial start, you may have heard about the new Trump Accounts and wondered: What exactly are they? The name has certainly generated attention, but setting politics aside, you may be wondering about some practical…

Have you been told “you are your mother’s daughter” or at least heard that said to someone else? Or perhaps you look like your mother in some ways? In this month of Mother’s Day, I thought it would be interesting to look at the research and reflect on our own situations…

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 I’m also realistic enough to know that most of the themes are best practiced all year long, whether they are health related, money related, or otherwise…

You may remember watching your children or nieces/nephews spend “their” money differently than “your” money? Suddenly, what they asked you to buy, was not what they were willing to spend their own money on, remember that? That always made me chuckle. And now I am seeing the same scenario in our grandchildren…

As a child, I always knew I admired my grandmothers but never really realized all the reasons why until my paternal grandmother told me the story of how she lost her husband. Not sure how old I was when she relayed the details either. We always just knew that she lost…

Living as a single woman after having been in a long-term relationship is a major adjustment. How is that for the understatement of the year? Whichever loss you went through, divorce or death, it isn’t an adjustment… it’s a major life change! And “grieving the loss” happens in both situations…

Do you ever feel like the universe, or God, or whatever your belief, is trying to tell you something? I’m having that moment right now. First, I listened to a podcast by Dr. Leaf about 5 steps to align your conscious mind with your subconscious mind. Then I had lunch with friends and part of our discussion…

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 of what comes in life, so I try to plan for the “what ifs” to at least hope to be less stressed when some of them come my way. And I also believe the saying…

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 writing a new year when we date something, it feels different. The good news is that we get to choose what we give our energy to next…

What habits do we have, or wish we had? In business or our personal lives, most of our daily actions are completed out of habit without giving them much thought: our morning routine, our drive to work, our bedtime ritual. Have you ever caught yourself driving and asking yourself…