Retire Happy

Most retire happypeople start off life happy but see a decline in well-being during adulthood. The stress of raising a family, working long hours and overall tension erode those feelings of happiness. On a good note, happiness picks back up at 65 and peaks at 85 (according to the Gallup-Healthways Well-being Index). While the thought […]
Living Abroad – Making it a Reality

At the age of 16, I went to Europe for the first time with two friends, a Eurail pass and a back-pack. No parents, no itinerary, and two months to explore Europe. The adventure Living abroadwas amazing, and I embraced my wanderlust. Since then I have lived in France and West Africa and was lucky […]
Investing in Happiness

Money cannot buy happiness but it certainly impacts it. For some people, they can book a vacation or get a monthly massage without guilt. For most of us, there always seems to be a little nagging feeling that we should not have spent that money on ourselves or our happiness, or that we need to […]
Listen to Your Father
I had the privilege to sit down and speak with the father of one of my clients, who has been very successful in his financial life, and to get his words of wisdom on how to build a solid foundation for a young family’s finances. There was a consistent thread that wove throughout our discussion; […]
Simple Personal Finance

Money is a heated subject matter. It can bring up feelings of shame, regret, anxiety and even guilt. If you feel any of these, you need to reframe how you see money and start to view it as a tool to get you to where you want to go. Instead of putting or keeping your […]
Prepare for a Wild Ride- The Year of the Horse

The Year of the Horse is expected to be a year of high energy, self-improvement and unexpected adventure. Prepare for a wild ride in 2014 and know what this year will bring for your finances.
The $35 Spin Class

It sounds ridiculous to pay $35 for a 45 minute spin class, right? It is hard to financial justify spending this kind of money when I can go for a bike ride for free. However, does this expense pass my Index Card Test? What is an Index Card Test? In my purse I carry an […]
Money Management On The Go

Five easy steps to On-the-Go Money Management for families that want to know where their money is going.
Surviving the Cost of Kids

It is hard to save money when you have kids. So how can you survive and save while your children are young? Here are my Top Four Action Items to get you saving during the cash crunch years of early childhood.
Men & Money

Money causes more fights between couples than children and sex. I have found that most of these money fights stem from a lack of communication and understanding of a partner’s actions and priorities. Good news! You can build a bridge across the chasm of money mysteries and woes. Here are five keys to understanding Men […]