Tag Archives for " Financial Health "
Mirror, Mirror on the Wall… What Does My Future Financial Self Foretell?
Recently, I used an app to try on new glasses. Unlike other apps that add animal ears or turn me into a Disney princess, this one gave me a surprisingly realistic glimpse of what I might look like with
Continue readingBeyond the Noise: Crafting Your Financial Future With Purpose And Vision
I hear this in financial conversations: “We are holding off on making a decision until after the election”; or “let’s see what happens with interest rates”; even “I think the market is set
Continue readingA Financial Plan Won’t Work… Unless….
I recently found out that the wife of a family that I did a one-time financial plan for about eight years ago was diagnosed with early onset Alzheimer’s. That was not part of their long-term plan! Planning
Continue readingHow Families Build Generational Wealth
Let’s start by saying wealth is not simply financial. Family wealth is a beautiful, colorful tapestry of values, stories, customs, and beliefs passed down through generations. The financial aspect
Continue readingMoney Talks – You Can Too!
Why are financial conversations so difficult? What is it about money that is so personal, intimate, and full of emotion that it rates right next to sex as a difficult topic for discussion? Yet, these
Continue readingDeclaration Of Financial Independence
As we celebrate our Nation’s independence this month, the price that is paid to protect it, our responsibilities to uphold it, and the blessings we receive because of it, I want to share how to take
Continue readingPandemic Retirement Reset Opportunity
Our quest to expand lifespan has been successful to a point here in the United States. The fields of medicine combined with technology, government and private sector inroads have ushered in increased
Continue readingFive Ways To Build Enduring Wealth
When I recalibrated the business in 2006 from a financial product focus to a comprehensive financial life planning firm, I wanted a name that reflected how we were going to serve our clients. The word
Continue readingInvest Your Values
My first jaunt into Socially Responsible investing back in my twenties paired nicely with my quest to cook healthy delving into recipes from The Moosewood Cookbook. My Dad lovingly called me his “tree-hugging,
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