Women Live Longer – Estate and Housing
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning » Cashflow
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Cashflow
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Cashflow
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Cashflow
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
My Money Story
Category: Financial Planning » Cashflow
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Three Fun Budgeting Benefits
Category: Financial Planning » Cashflow
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Women Live Longer – Estate and Housing
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning » Cashflow
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Cashflow
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Cashflow
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Cashflow
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
My Money Story
Category: Financial Planning » Cashflow
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Three Fun Budgeting Benefits
Category: Financial Planning » Cashflow
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Playing Jazz and Your Finances
Category: Financial Planning » Cashflow
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
Monte Carlo Analysis & Your Retirement
Category: Financial Planning » Cashflow
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.