Finding The Balance Between “Needs” vs. “Wants”

The question of what you “want” vs. what you “need” can be a tricky discussion filled with hidden dreams and pent up anger. Your feelings over this question might range from guilt to gratitude, battling between your adult brain and your inner child. The adult holding closely to gratitude for health, shelter and security, while… Continue reading>

When the World Feels Out of Control, Focus on What You Can Control

For those suffering from post-election PTSD or other feelings of worry, despair or emotional upheaval, your pain is shared throughout the country and the world. However, for the sake of your emotional health and your ability to pilot the controllable factors in your life, it’s important to shift to another focus periodically. Fear and worry… Continue reading>

Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

Seven Money Mistakes Everyone Should Make

We all make mistakes. It's normal, human and important—because without mistakes, your learning is stunted. It’s the missteps that provide the opportunity to own your decisions, assess your process and make corrections that will avoid the pain the next time. In a world where building resilience is so vital, making mistakes can be a very… Continue reading>

Sending Your Kids Off To College (Ready or Not)

Walking through the airport in mid-August, I was surrounded by swarms of families saying their goodbyes as their teenagers embarked for their freshman college experience. Lingering hugs and tears—parents sending kids off to their next chapter, with lots of fears, hopes and unknowns ahead. I could empathize with them (been there, done that.) It's a… Continue reading>