Keeping Wealth in the Family

Keeping Wealth in the Family

by | Jun 15, 2023

“You could have all the riches in the world, but it doesn’t mean much without family.” — Alicia Keys In the old days, all the members of a family would spend all their time and pool any money they had to increase the wealth of the farm or family...
Defeat Financial Overwhelm

Defeat Financial Overwhelm

by | Nov 22, 2021

The struggle is real.  There are over 450 financial products out there and even more financial gurus and advisers with their own systems for how to use those products.   It’s overwhelming! Who do you trust? How do you know if you’re doing it right? No...
Adjusting To Reduced Income Due To COVID-19

Adjusting To Reduced Income Due To COVID-19

by | Feb 17, 2021

Adjusting to Reduced Income Due To COVID-19 COVID-19 is having a profound effect on household finances across the country. Many Americans have been laid off or required to accept reduced hours on the job. Parents who continue to work find themselves in a childcare...
Creating an Abundance Mindset in Challenging Times

Creating an Abundance Mindset in Challenging Times

by | Apr 30, 2020

In times of stress, we sometimes fall back into patterns that worked for us in the past, but maybe don’t work so well for us in the current times. Often, we may self sabotage by creating financial situations for ourselves that replicate patterns we experienced in...
A Sailboat and a Plan

A Sailboat and a Plan

by | Feb 26, 2020

Several years ago, my client Melissa (names and some details have been changed to protect confidentiality) called me with a question: Can I afford to buy a sailboat? Melissa had done all the research.  She went to a boat show and identified the specific model...