Blog
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Five Things You Need to Know When Preparing to Adopt
For the past 21 years, November has been recognized as National Adoption Month. The month is used to promote awareness of the need for adoptive families for children in foster… -
Why am I so scared to plan for my future?
“I know I should be doing something, but I don’t know where to start.” “We often set financial dates, but we end up putting it off.” “I feel like I’m… -
I need a new vehicle. Should I buy new, used or lease?
I’ve recently received several questions about dos and don’ts when purchasing a car. It seems the fall has brought out the car-buying bug in some people. I’ve already written a… -
Last Minute Tips For Monday’s Tax Return Extension Deadline
The deadline is here! Monday October 17th, 2016 is the last day for the millions of people that filed an extension last April to complete their 2015 tax return (with… -
How Do You Compare? The “Rich-Gay” Myth Revisited
A few weeks ago, the NY Times highlighted an exciting development regarding the finances of the LGBTQ community. It published “The Most Detailed Map of Gay Marriage in America.” The… -
Four Ways to Get the Most Out of New Experiences
Hey all, Sorry to have missed last week. I was in sunny San Diego at XYPN16 and FinCon16, two amazingly fun financial planning conferences. I spent the week meeting other… -
Fixing Your Finances 101: Step 5 – How to Get The Right Help
Here we are…the last step in Fixing Your Finances 101! I sincerely hope that this series has helped you design a path to gain financial peace of mind and see… -
Fixing Your Finances 101: Step 4 – Covering Your Bases
You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we… -
Fixing Your Finances 101: Step 3 – Creating Your Spending Plan
Welcome back! I hope you’re feeling good and motivated to conquer the next step. As I mentioned last week, you’ve gotten the hardest part out of the way. You’ve found… -
Fixing Your Finances 101: Step 2 – Seeing Where You Are
Welcome to Week 2 of Fixing Your Finances. If you’re just joining us, I’m creating a multi-week course on getting your financial house in order. In Week 1, I discussed… -
Fixing Your Finances 101: Step 1 – Where do I start?
Recently, I’ve written about more macro issues when it comes to financial planning, such as why you need to plan even when you’re not rich and why planning is important… -
A Much Needed Discussion on the Nuances of the LGBTQ Financial Experience
With the launch of my firm, I’ve done a few interviews lately, and the same question continues to come up: why focus on the LGBTQ community. I address this in… -
Why You Need a Financial Advisor, Even If You’re Not a Millionaire
First, I want to say Thank You! I’m overwhelmed by the well wishes, congratulations and feedback as a start my new firm. I feel very fortunate and grateful to be…