Question of the Week Happy 4th everyone! By now you’re likely already relaxing into your holiday weekend or on your way. So I won’t interrupt your flow, not even for…

Question of the week How can we keep our new habits going? Hello, hello, hello! It’s that time again. Welcome to your Five-Minute Friday check in. This is our last…

Happy Five-Minute Friday! We’re in our third week of creating good habits in 2020, and this week we focus on ways to make your new habits easy. And if you’re…

Question of the Week Happy Friday! It’s time for another Five-Minute Friday financial check-up. This time, we’ll continue a short series on building better habits for 2020, drawing on James…

Happy new year! I hope your 2020 is off to a great start. This year is your year! In this first installment of Five-Minute Fridays, we talk about building healthy…

It’s that time again! The end of the year (in fact the end of the decade!) is upon us, and a lot of us are starting to set goals for…

The U.S. economy has now been growing for over ten years, the longest period of economic expansion in our history, but nothing lasts forever. Lately clients have been asking me…

Finding an advisor can be tough. A potential client told me the other day that he’d met with two other advisors besides me, and we’re all very different. People who go by…

Before marriage equality, LGBTQ planning lore was full of horror stories. There was the lifelong partner kicked out onto the street after his lover passed away.  A woman who had…