Financial Math for a Better Savings Plan

Financial Math for a Better Savings Plan

I’m pretty sure “normal” people don’t sit around contemplating such things as “financial math” very much, but I believe it’s important! Understanding the differences between thinking about savings in terms of dollars vs a percentage of salary can have a significant...
Financial Steps to Take When a Loved One Passes Away

Financial Steps to Take When a Loved One Passes Away

You may have encountered this before: we think we’re prepared for an event and then realize that we are not fully ready to deal with all of it.  I’m finding this personally true in the passing of my mother-in-law.  I hope to pass along some helpful experience and...
3 Financial Moves to Make Before the September Rate Cut

3 Financial Moves to Make Before the September Rate Cut

As we approach September, all eyes are on the Federal Reserve’s anticipated interest rate cut. This pivotal moment presents both opportunities and challenges for investors. As your behavioral financial advisor, I’d like to share three key moves to consider...
Celebrating the Freedom to Invest Well

Celebrating the Freedom to Invest Well

I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these...
Make This a Great Summer by Practicing Strategic Omission

Make This a Great Summer by Practicing Strategic Omission

As summer comes upon us, many people take time off work to travel and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy.  But life is complex. We often...