November 15, 2022

Why I Became A Financial Transitionist

I was a guest on this show and the host, Susan Bradley—author of Sudden Money—got my story about why I transitioned from a teaching career to become a financial planner and specialize in financial transitions related to aging.
October 18, 2022

Health Is Wealth and Healthcare Planning Is Financial Planning

Image Source: MacLeod, S., Kraemer, S., Tkatch, R. et al., Defining the Personal Determinants of Health, Journal of Behavioral Health, 2021 Like a frontier town is the hub for commerce, transportation and community, financial planning sits at an intersection. Most often life […]
September 25, 2022

What’s the Biggest Cybersecurity Threat?

I wear a fitness and sleep tracker, the Oura ring. The other day it prompted me to update its firmware. I can’t set this device to auto-update, so when this happens it’s always a good news-bad news moment. The good news is […]
August 15, 2022

Legacy gift from my father: his favorite quotes

I dedicated the edition of my weekly newsletter that came out on the 20th anniversary of my father’s death to his memory. The feedback I received was so positive! What people commented on more than any other part were my dad’s most-loved […]
July 18, 2022

The financial planning trifecta: goals, pathways and agency

What does it take to have a life free from financial stress and worry? If your answer was money—nope. There is no immunity conferred from dollars that protects us from fear of loss, worries about scarcity, or anxiety over the What If? […]
June 16, 2022

What’s On Your “Stop Doing” List?

A few years ago, I had a peculiar dream. I made a commitment to meet at someone’s house. Getting there involved a big journey, taking me across the Atlantic Ocean to somewhere in Northern Europe. I crossed fjords (remember, this is a […]
May 16, 2022

Align your financial life with the dreams you want to protect

“Let your dream devour your life, not your life devour your dream.” ~ Antoine de Saint-Exupéry “I’d like to go on a vacation that isn’t consumed by my work.” Sound familiar? If so, you are in good company. Now that many people […]
April 21, 2022

What is a personal Continuity Plan?

It snowed in Eugene, Oregon this week. In April. The snow didn’t stick but the rain that followed relocated the profusion of spring flowers. Previously gracing tree limbs, we now have very colorful sidewalks. This cycle of life—birthing of the new bud, […]
March 16, 2022

How do I find the right financial advisor?

An orange origami bunny hopping toward her investment carrot patch. A wagon train led by handsome horses steering toward a retirement hitching post. Green arrows reminiscent of Oz illuminating the path to financial freedom. Can we gather tips from television commercials to […]