A title I never thought I would type in my lifetime… So many people are still out of work due to the pandemic and economic shutdown.  What does that mean … Continue reading →

Emotional balance can be found Life is a roller coaster that we don’t want to get off. Do you ever notice that when one aspect of life starts treating you … Continue reading →

What does financial freedom mean to you?  When I ask my clients what financial freedom means to them, most respond by saying they want to be comfortable and free from … Continue reading →

What do we do now?      Amid this crisis, we are all wondering how to cope with the changes that have accompanied it. Change is never easy. It is made harder … Continue reading →

Spring is a time of renewal.  Not only for the earth but for our spirit as well. I feel elated when I see sprouts of crocus and daffodil pop up … Continue reading →

“I like having a project to work on…” “I can’t shut my mind off…” “Finally! It’s done!” “I need a new project.”   Have you met someone like this?  Is … Continue reading →

     I became a Certified Financial Planner because I wanted to help clients beyond just their investments. I received additional education in the areas of general financial planning, retirement … Continue reading →

I don’t create budgets.  Not a day goes by that I don’t get asked to create a budget for a client, and my response is the same every time.  Budgets … Continue reading →

     I hate bedtime.  There, I said it.  I hate it. It used to be easier!  I’m not talking about when my girls were confined to a crib either.  I’m talking … Continue reading →