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 […]
February 15, 2022

My earliest inkling of a financial planning career

I was about ten years old when my dad announced that he would like to change the way our family talked about money. Going forward he and my mom weren’t going to make the decisions about how resources were used but it […]
December 3, 2021

“Smart Spending in Retirement” on
November 15, 2021

How to successfully retire when you’re two people and one couple

“Experiments are antidotes to discouragement.” – Dr. Moira Somers Perhaps you know someone like this. He or she is looking at the end of full-time work and grappling with the looming questions. Things like How much can I spend? and Where is […]