A tough conversation: Is a four-year college appropriate for everyone?

  Today, it’s almost a given. You need some kind of higher education to even be considered for many jobs. But are we setting an artificially high bar? And does […]

How will the Fed’s rate hike affect YOU?

When people hear about the Federal Reserve raising interest rates, they often start to get nervous. They wonder how a rate hike might affect them, or their children. They may […]

6 Alternatives to Pulling from Your Retirement Fund

My last post addressed the dangers of pulling from your retirement fund before reaching the prescribed retirement age (typically 59 ½). In short, withdrawing from a 401(k) can be a […]

The dangers of pulling from your retirement fund

Not much causes my heart to race like when one of my clients asks me about pulling money from their retirement fund. Even though it seems like a simple endeavor […]

How strong is your safety net?

Life happens. Unexpected incidents, whether good or bad, can arise at any time and put our finances to the test. Maybe your company is struggling and you get laid off. […]

Play Vs. Savings: What will you do with your tax refund?

It’s tax season. For some folks, that means a significant refund is heading their way. When we find ourselves with a little extra cash on hand, it’s tempting to spend […]

Overcoming Short-Term Thinking

In some Native American tribes, it is advised that every person should consider how the next seven generations will be impacted by their decisions. What ripple (good or bad) might […]

Self-Wealth is Now an eBook!

I am pleased to announce that Self-Wealth: A simple, conscious path to a comfortable financial future is now available as an eBook! Take valuable, reader-friendly financial lessons with you, wherever you […]