Blog

Allowance: Saving, Sharing, and Spending

Learning how to deal with money takes practice. Allowances can be a tool to really help your child develop a healthy relationship with money.

Simplifying your investment strategy

It’s not just individual investors that fall prey to the complexity trap.

Power of Attorney

Having a will is rarely enough.

Work vs. Retirement

Let's explore the five areas that work provides in our lives and how we need to think about each of them as we prepare for retirement.

Ripples: death is more than dying!

Death is more than dying!

Consider Grief Like Your Elephant

Remember the old joke “How do you eat an elephant?” “One bite at a time.” Consider grief/mourning like your elephant.

Spend all your time making money

There is an Eagle’s song with the line “you can spend all your time making money” and many of us have embraced that concept.

Being mortal: you can’t escape death

Two certainties exist in this world: death and taxes. We can find ways around improving our tax situation, however we will all be equal in the end when we are dead. Yes. It’s true.

Women and Money Mindfulness

Money can be complicated. It can be even more complicated when we have not taken the time to think about our values and align our spending to meet them. Once we determine our values, the next steps is to set goals we want to achieve. Then it becomes easy to align our spending. Here's an example:

Widowhood: When Life Throws You a Curve Ball

One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

Summer Reads Can Make You Fiscally Fit

As we head into the summer season, I’m going to share my 2015 summer reading list of books that will get you fiscally fit.

Lonely: A widowers perspective

A lot of our practice focuses on supporting widows as they transition to managing their finances and life on their own. One of our friends reached out to share this beautiful, raw and very real poem of what it was like for him to lose his spouse of many, many years.