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Featured Post
First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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As we navigate another month of market fluctuations, I wanted to reach out personally. With all this volatility in the market lately, I’m here if you have questions about your accounts, want to better understand what is happening—or just want to talk. Remember, market uncertainty is normal, but you don’t have to face it alone, email me if […]
Welp, it’s the end of February already! This year as I work with clients, we’re diving into what truly matters—your financial confidence. In this newsletter we will start to share actionable insights, practical wisdom, and strategic approaches designed to transform how you think about and manage your money. Whether you’re looking to create a more […]
Hi Everyone! Welcome to Betty’s Smart Ideas – my new monthly newsletter. It’s a space dedicated to helping you make informed financial choices, enrich your personal life, and explore my favorite tips and ideas along the way! Every month, I’ll share practical financial advice, personal growth insights, and creative ideas that have inspired me – or just […]
The beginning of the year is a great time for financial housekeeping – taking into account the resources you have, learning how best to use them, and most importantly, (re)assessing what YOU want your money to do for you. What is your relationship with money? Before we get to tactical ideas, let’s start with evaluating […]
Wealth means different things to different people. For some, it’s all about luxury—fancy trips, designer clothes, and homes on the beach or in the mountains. For others, it’s being able to provide for their family, send their kids to college, and retire comfortably. As we age, our idea of wealth changes too. We go from […]
Two summers ago, I realized that I had five more summers with my oldest son, eight more summers with my youngest, before each headed off to college. As the clock was ticking, I entered a DEFCON level 1 desperation to spend more quality time with my boys. I wanted them to realize that I was […]
