Should You Hire a Financial Planner or Ask AI?

Should You Hire a Financial Planner or Ask AI?

With the rapid popularity of AI tools, I’ve seen the whole spectrum of reactions from friends and clients: fascinated, excited, hopeful, fearful, terrified, elated – you name it. Personally, I think the most helpful approach while we are still in the...
How to Love Your Finances: The Art of the Money Date

How to Love Your Finances: The Art of the Money Date

February is right around the corner, so what better time to talk about the concept of a “money date”?   A money date is just like it sounds: time to shut out the rest of the world and focus on just you and your money for a little while. Think of it as you and your...
How Financial Planning is Like Building IKEA Furniture

How Financial Planning is Like Building IKEA Furniture

I recently tackled the project of building an IKEA dresser all by myself. Yes, I know. Possibly brave; possibly foolish, especially since I am not in any way mechanically inclined. (I do own a hammer and several screwdrivers, however, so I’m not completely helpless.) ...