Blog
Life Planning
What Is Your Money For?
Financial freedom is not a finish line. It is having more flexibility to make choices based on what matters to ...
Financial Topics for Women
Identifying and Overcoming 6 Key Threats to a Woman’s Retirement
Women face retirement challenges that can differ from those men face. Learn about six key threats to a woman’s retirement ...
Life Planning
A Better Life May Require Subtraction
A better life doesn't always require adding more. Sometimes progress comes from deciding what to stop, reduce, or delegate so ...
Popular Posts
Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work