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THIS MONTH’S MONEY MESSAGE: SAVE Extending a trip by two more nights to get a few more chapters written Walking away from a gig with an unbearable partner Traveling to a nearby city to build your network of gallerists What […]

This Month’s Money Message: Forecast Last month I tried a new exercise with a group of folks in an entrepreneurship course, and I absolutely loved it. (So did they.) Their goal was to complete a one-year sales forecast for their […]

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 […]