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Markets and Uncertain Times

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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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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 […]

Memorial Day signals the start of summer! Many, many thanks to the brave women and men who served our country. How to Win at the Airport This Summer As summertime travel kicks off, here are some 10 tips to make traveling a little less stressful. Are You Spending Too Much Money? Loved this article. It […]

Why are there no women in upper management? Cue awkward, long silence. My 45-year-old male manager, Joe, was stunned by my blunt question during one of my first performance reviews. Hmm…probably not the best way to approach the gender equality issue at a storied financial institution at the age of 22 in my first real-world […]

Congratulations on finishing your 2022 tax returns! Most people think that dealing with taxes is a painful once-a-year event. So, why would you consider thinking about taxes all year round? Well, do you hate paying taxes? Do you want to trim your lifetime tax bill and increase your wealth? If you answered yes to the […]