SUBSCRIBE TO STAY UP TO DATE

Should You Invest In Life Insurance?
Should You Invest In Life Insurance?

My answer to this: it depends.  If someone relies on you economically, then you need insurance.   But do you select a term or a permanent policy? When you hear advisors and agents suggesting that you “invest” in life insurance, they are referring to the cash-value...

Do You Have Employer Stock In Your 401(k)?
Do You Have Employer Stock In Your 401(k)?

Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated?   If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...

Why Someone Doesn’t Work With A Financial Advisor
Why Someone Doesn’t Work With A Financial Advisor

​Here's what I oftentimes hear as to why someone doesn't work with a financial advisor: I don't have enough money to invest Advisors are too expensive They're going to sell me something I can do this on my own What is it about the current generation of advisors that...

Define Your Joyful Path to Excellence
Define Your Joyful Path to Excellence

What do you miss the most from your "normal" routine?   For me, it's easy to define what I DON'T miss versus what I DO, but it's hard to articulate the WHY.   What I DON'T miss: Hectic mornings out the door. Rushing to throw dinner on the table. Dry cleaning....

Earth Week: Ideas For A Greener Home
Earth Week: Ideas For A Greener Home

Earth Day is on April 22nd.  Quarantine or not, I think we would all agree we could use a new way forward. If implementing a greener lifestyle isn't in the cards for you, then ignore this!  However, I'm passionate about creating a greener life for us and the next...

How do you define your fear?
How do you define your fear?

As we enter week 3 of the COVID-19 quarantine, how are you using social media and technology to stay connected? Do you feel understood, or more isolated?  How do you define your fear? Are you worried about: Lifestyle changes (i.e., Less discretionary spending,...