Magic of Money
I’ve noticed a trend in the last year that makes me think there is something magical happening. The trend is […]
12
10, 2019
Charitable Giving & Taxes- What you need to know
Around Thanksgiving and the calendar (and tax year) end is when commercials and requests for donations tend to really pick […]
3
10, 2019
The Diligent Squirrels
It’s been seven years since I first met the Squirrel family, who live in San Francisco, have three children, aspirations […]
30
09, 2019
Money Club
I hate book clubs. I have tried a few over the years and find that either I’m the only one […]
15
09, 2019
Want to Make A Big Move?
Tired of feeling like all you do is work just to pay your bills? If yes, you are not alone. […]
12
09, 2019
Maximizing Fun
I love doing fun things! Who doesn’t? Living in Europe provides me with a new playground of opportunities, and after […]
13
06, 2019
Keep On Truckin’
In 2014, I started working with Bill. He wasn’t my typical client. Divorced, dad to two teenage sons, not working […]
23
05, 2019
WELL VISIT FOR YOUR FINANCES
Every year around your child’s birthday, they have a Well Visit. This gives the doctor an opportunity to check on […]
