On What Can We Agree?

We have become an “I’m right and you’re wrong” world. Local, national, global government and religious factions fight over beliefs and faith. The pathway for negotiation and reconciliation is being squeezed shut—there are no happy faces, no successes and no progress. Just more and more anxiety and nothing progresses. It has become a stalemate of… Continue reading>

Your Moment Of Financial Truth

Some damned smart minds have cracked the human genome. New science and technology discoveries are made daily. So with all our native intelligence it should be easy to make wise and appropriate money decisions, right? Not necessarily. Even the brilliant—the scientists, engineers, doctors, software designers with great levels of expertise and knowledge in their field—don’t… Continue reading>

Deciphering Your Money Mindset

You arrive at adulthood—somehow—after spending years in and out of school, learning from books, teachers, friends, the media and our parents. As a child, you absorbed lessons through experiences, often at the periphery of what you witnessed or overheard. The problem is, none of us could decipher whether those lessons would be helpful, supportive or… Continue reading>

John and Ann: Deciding What Matters Most

Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire. We reviewed their budgets and held many conversations regarding the cost of living, their expectations for income and the amount of their resources at retirement.  Six years… Continue reading>

Candace: A New Widow Wondering What’s Next

Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. We… Continue reading>

Mary: Starting Over After Divorce

“This is my year” Mary declared. “I will take control of my life and my money.” After a long, ugly divorce, Mary was ready to attack the stack of financial papers that represented her sadness, confusion, fear and anger about money. “That’s wonderful, Mary. I’m here to help.  Tell me what is most important for… Continue reading>