Weeding Out Good vs. Bad Financial Advice

Weeding Out Good vs. Bad Financial Advice

Recently, I had a client call me to talk about her situation — which is honestly one of the most unique I’ve ever dealt with!  So, my client had been out to dinner with a good friend of hers, and while talking about her financial situation, the friend said: “Well, you...
When You’re Building a Career & Want to Be a Mom

When You’re Building a Career & Want to Be a Mom

There are SO many people, and especially women, who are thinking about having kids, but can’t help but wonder: “What will that mean for my career?”  As participants in our society, one of our biggest assets is human capital. This means how much money we’re making,...
What Makes You Happy?

What Makes You Happy?

​I’ve worked with a lot of clients who are nearing retirement. One of the biggest conversations I have with them is: what are they retiring TO?  When thinking of retirement, it’s just as important to decide what you’re retiring to as well as decide what you’re...
Wealthy Vs. Well-Off

Wealthy Vs. Well-Off

I had a conversation this week with somebody who asked me: “How do I make sure that I build wealth instead of simply becoming well-off?”  It got me thinking — what is the difference, and how do you actively choose to become one over the other? A lot of this is going...
Do You Need A Budget?

Do You Need A Budget?

“Do I REALLY need to budget my money?”  I get this question quite often, and it’s a really interesting question. As a financial planner, you might assume that my answer would be “yes” immediately. But I have the advantage of seeing perspectives and lifestyles from all...
How Financial Planning Is Different For Millenials

How Financial Planning Is Different For Millenials

I’ve been a financial planner for well over a decade now, and I’ve worked with all sorts of clients, at many different stages in their life. Some have been looking to retire, others have been living in retirement communities for awhile, and others are just getting...