July 25, 2023
Being in the financial industry isn’t always easy. With fluctuating markets and worried clients, it can even be stressful. My life is not unique in this regard—stress is ubiquitous. I like to focus in my weekly newsletters on the difference between distress […]
June 21, 2023
“Chance favors the prepared mind.” ~ Louis Pasteur This is my favorite quote. You never know what you’re preparing yourself for and I love the inspiration that comes from combining hard work with serendipity. Like many people I know, the Covid pandemic […]
May 23, 2023
My favorite finance professor loved this maxim: “If you don’t know where you’re going, any road will get you there.” People come to me for financial advice. I ask them: what is your most pressing financial concern? Very often it’s about that […]
April 18, 2023
Navigating the journey of life—if we are fortunate—takes us to a place called “older” and then “old.” The lyrics of a wonderful Kate Wolf song come to mind, “Baby we are sailing on that rolling sea of time. Sometimes up, sometimes down, but […]
March 15, 2023
When choosing a health plan, it’s important to consider budget, personal preferences, and health needs before making a decision. I encourage you to consider the following issues to make the best decision possible for your needs. I’ve found that my clients benefit […]
February 15, 2023
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.” […]
January 17, 2023
In December 2019 the House changed several rules that govern how Americans can accumulate and distribute retirement savings when they passed the SECURE Act (Setting Every Community Up for Retirement Enhancement). It had about a dozen provisions and by far the most […]
December 16, 2022
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
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