Blog
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 ...
Your Next Chapter May Be a Dimmer Switch, Not a Light Switch
Retirement and other major life changes do not always require an all-or-nothing decision. Sometimes turning parts of your current life ...
Tax-Efficient Investing: Why Good Returns Can Still Cost You
Tax-efficient investing means looking beyond returns to fees, taxes, and flexibility. Learn what your investment statement may not show.
Popular Posts
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
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 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