One Paycheck from Ruin

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

Set It and Don’t Forget It

Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Money and Emotions

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.

The Power of Delegation for Executives

Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?

Money Can’t Buy Happiness, or Can It?

The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?