February 15, 2023

Why Do Only 1/3 of Americans Work with a Financial Advisor?

Many of us place a high value on frugality and simplicity. Byzantine emperor Justinian I said, “Frugality is the mother of all virtues.” English writer Samuel Johnson said, “Without frugality none can be rich, and with it very few would be poor.”  […]
December 16, 2022

Possibilities in a Pie Plate — or Crèche

A wonderful book to help families figure out how to distribute non-titled assets is Who Gets Grandma’s Yellow Pie Plate? A Guide to Passing on Personal Possessions. It’s written by the University of Minnesota and is full of terrific worksheets that help […]
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. https://www.youtube.com/watch?v=LXR-MvBn2rk
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 […]