Blog

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22 11, 2019

When is Enough Enough?

In a culture of work and spend, there can be an endless search for more. However, research shows that money […]

30 10, 2019

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 […]