Blog

Image for Ripples: death is more than dying!

Aug 23, 2016

Ripples: death is more than dying!

Death is more than dying!

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Jun 28, 2016

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.

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Apr 8, 2016

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.

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Oct 27, 2015

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.

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Sep 28, 2015

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:

Image for Widowhood: When Life Throws You a Curve Ball

Aug 20, 2015

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.

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Jul 6, 2015

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.

Image for Lonely: A widowers perspective

May 5, 2015

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.

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Apr 14, 2015

Giving Circles

Being part of a Giving Circle is an active form of philanthropy. Here are 10 considerations for setting up your own Giving Circle.

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Jan 6, 2015

Life's Greatest Lesson

Some of the most “successful” people we have met through our financial planning practice are those who live by these rules. They actively make these guidelines a priority in their lives.

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Nov 14, 2014

Behavioral Finance

Behavioral finance argues that people are not nearly as rational as traditional finance theory makes out. Traditional finance employs theories with a heavy emphasis on mathematical equations. Unfortunately, the average investor makes decisions on emotion rather than mathematics. Behavioral finance is just beginning to understand why.

Image for Chess and the art of taxes

Nov 14, 2014

Chess and the art of taxes

So what do chess, taxes and the IRA have in common?

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