August 17, 2023

How Offering Pro Bono Financial Planning Makes Me Feel Rich

I volunteer an hour a week to Advisers Give Back, a non-profit organization that connects financial experts with people who want to achieve their financial goals sooner. I work with people to create a smart, personalized plan based on their goals, whether […]
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 […]