Discover the Real Meaning of Financial Independence
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
Dividing Finances in Divorce
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Do You Have a Financial Caddy?
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
Doctors Overlook These Five Contract Areas at Their Own Peril
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.
Does Your Workplace Cultivate a Championship Team?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Even Your Finances Need Weed Whacking Sometimes
Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.
Every Investor’s Real Question: “Am I Going to Be Okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
Executive Compensation Strategies
Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.
Fantasy Football and Financial Planning: What is your strategy?
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Feed the Beast
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Financial Mechanic’s Toolbox: DIY or Expert Help?
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
Financial Planning for Women: Preparing for a Longer Life Expectancy
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.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.