Blog

Should My Financial Advisor Also Be a Life Coach?

There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future. Read more

Struggling with Financial Decisions? Meditation Might be the Answer

“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”
― Viktor E. Frankl

Most people wouldn’t think to connect meditation with financial decisions. Read more

How to Live a Fulfilling Life – Your Financial Plan Can Help

It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life. Read more

Time for a Financial Checkup? Use My Financial Fitness Checklist

We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup. Read more

Manifesting Abundance Is Easy When You Stop Comparing Finances

As we talk about their financial goals, I often hear my clients make comparisons with their friends, colleagues and neighbors. Instead of manifesting abundance, they’re focused on what they DON’T have. Read more

Struggling with Financial Discipline? Use the Joy Factor

Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, so it’s easy to make excuses. But that only makes you feel bad, because you’re not saving money like you know you should. There has to be a better way! Read more

Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor

How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by marbles? Let me share my inspiration for this strategy and how you can use it to find a trustworthy financial advisor. Read more

Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more

4 Secrets to Financial Planning for Couples

As a financial life planner, there are times when I can feel the tension in the room when a couple doesn’t see eye-to-eye on a financial decision. Financial planning for couples can be difficult, especially since many couples simply don’t know how to talk to each other about money… so they avoid the subject. Then they walk into my office not realizing how completely out of sync they are with each other! Read more

Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more