Helping pave the way towards financial freedom
Are You Too Frugal? I work with people who either have money or like to save money. Many times my clients have good incomes. Sometimes money arrives by gifts or inheritance. But sometimes, people focus on being frugal so that they can save more (and this is OK too!). These people tend to revolve their…
I get it. Being a single parent is tough! I don’t know from experience, but I know that parenting in general – is tough. I work with a number of single parents, and I relate to their struggles. Tack on the disruption of a global pandemic, and everything that goes along with that (home school,…
We’re moments away from the U.S. Presidential election and honestly I can’t wait for the relentless politicking to be over. COVID-19 case counts are rising around the country and winter is coming. A stimulus deal to help the folks who are scraping by seems stalled. Markets are volatile (up and down). It’s challenging to feel…
When thinking of topics to post about, I couldn’t help but think about some of the less desirable customer service experiences I have had lately. These kinds of things have been happening more and more recently, but here’s what has happened to me this month alone: My mortgage person has become non-responsive to my 2…
I’m a daily podcast listener. I listen to 2-3 a day, and hundreds of them a year. Listening on 1.3x speed I can get through them quicker, typically when doing chores or getting exercise. A couple of years ago I shared my top 10 most frequently listened-to podcasts. I still listen to them and for…
Charitable giving is a personal choice, and several factors typically determine how much a person “gives” away. Financial status. Upbringing. Trust factors. Priorities. Egos. I’ve had this topic come up lately with clients – people wondering HOW MUCH SHOULD WE BE GIVING? HOW MUCH DO OTHER PEOPLE GIVE? It’s a welcome discussion, particularly with all…
I am probably in the minority on this one, but I always chuckle at the idea of the “New Year’s resolution”. To each their own, but resolutions never appealed to me. I can honestly say that never once, in my lifetime – have I made one resolution. But we all know what everyone thinks, New…
When it comes to assisting people with their finances, I work with a wide variety of people in a wide range of ages. Each one means alot to me, but I have to share a story about one of my favorites who recently passed away. She was both my oldest client (living well into her…
Over the past couple weeks I have been mildly entertained by several articles that discuss some of the worst financial advice that people have received. Bits of it are off-the-wall, but for the most part some common themes exist. Some of these “financial nuggets” that go around are debatable at best. I won’t go so…
June is the time of year when school wraps up, with parents celebrating and guiding their kids to the next chapter in their exciting lives. I was reminded of it this week when looking at my Instagram. I am seeing friends post graduating pics, whether it’s moving on to middle school or moving on to…