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 […]
Bigger Than a Resolution
It’s the New Year! It’s the time of the “clean slate.” This is when we can mentally start over and vow to make better, healthier decisions in our lives. Many […]
The Season of Giving Back
Happy holidays! This is a special time of year. A time for reflection and renewal. A time to enjoy the company of family and friends. If you’re a regular reader […]
The MINDFUL Holiday Season
With the holidays fast approaching, it’s easy to feel the pressure to buy bigger, better presents than you did the year before. We’re surrounded by thousands of ads, telling us […]
Oh, those Joneses!
Happy Thanksgiving everyone! In my last post I talked about the importance of gratitude. This week, I’m going to twist that theme a bit and talk about an old saying, […]
Two Simple Words
I’d like to start this post off by saying two simple words: “Thank you.” I have a lot to be thankful for this year. I’ve received endless support from my […]
Saving for…what?
A few of my recent blog posts have addressed methods for tracking your spending and rethinking your emergency fund. These are both important steps toward achieving financial freedom and transitioning […]
Why are you staying in your “bad job?”
Since I am a financial planner, it might surprise you to hear that I DON’T think money is everything. Yes, it’s important and financial freedom is one of the three […]
Rethink Your Emergency Fund
Unfortunately, many people seek guidance from a financial planner when they are struck by a crisis. Maybe their home has been damaged by a storm or they just accumulated some […]
Tracking Your Spending
One of the most important things you can do to improve your personal financial habits is to track your spending. If you’re considering a financial overhaul (as I discussed in […]