Why Budgets Fail

Why Budgets Fail

When you think about budgeting, do you think about all the times you’ve failed to stick to a budget? Do you ever wonder why it’s so hard to just look at your money and make sure you’re not spending too much? It seems easy in practice — but the truth is, budgeting is...
What is Generational Wealth & How Can You Build It?

What is Generational Wealth & How Can You Build It?

I have had so many conversations recently about “generational wealth.” Between clients, friends, and family bringing it to my attention, I know that there is so much talk about what generational wealth is and how people can build it. At the end of the day, I know most...
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...