News

This Month’s Money Message: Reconnect It is no secret that this spring has been busy. You have probably had to wait days for responses to messages, and if you’ve tried to arrange time on my calendar, you know the lead […]

This Month’s Money Message: Renew I try to proverbially stop and smell the flowers, although through the winter chill and business of the start of each calendar year, sometimes I forget. April gives me a chance to renew my commitment […]

This Month’s Money Message: Reflect Time is a funny thing right now. It moves quickly and glacially all at the same time. Several times over the past few weeks, especially as clients have been looking back at 2022 income and […]

This Month’s Money Message: Gather If you are a minimalist, things are about to get very challenging. In fact, the challenge may have already started with tax form envelopes arriving at your doorstep and tax form emails accumulating in your […]

This Month’s Money Message: Plan Happy New Year! We are countable days into 2023, and at the risk of starting the year too quickly, I have already started to plan. Why? Because planning helps. It helps me get an idea […]

This Month’s Money Message: Savor 1,644. That’s the number of individuals I worked with this year. 251 of them joined me in one-on-one coaching sessions and (approximately) 1,393 attended one of 67 workshops I led – virtually and in person […]

This Month’s Money Message: Learn Is there something you’ve always wanted to know? For years I have watched the same incredible tree turn the most vibrant orangey-red color each fall. I pass this tree regularly, and its color each year […]

This Month’s Money Message: Contribute “A new phase” is how Serena Williams described her retirement from tennis earlier this year. That phrase resonated strongly with many of the folks I work with, especially in the context of retirement planning, which […]

This Month’s Money Message: Manage It’s no secret that your costs have been going up. Supplies, transportation, and especially food are noticeably more expensive right now – even though prices are a bit lower than they were last month. You […]

This Month’s Money Message: Invest I had three particularly impactful conversations last month: Two in person and one via email. They all followed a similar script: Creative Person: So I looked at my [retirement/investment] account yesterday, and I’ve lost [big […]