Budgeting

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Keep On Truckin’

In 2014, I started working with Bill. He wasn’t my typical client. Divorced, dad to two teenage sons, not working […]

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 […]

THE COST OF COMMUTING

Unless you land a 100% virtual job, most people have some commute to work. If you live in a major […]

The Merkel Plan

Alia and Tim were like many of my clients: living in a major metropolitan city, earning a good living, bought […]

Cost of Taking Care of You

The sky could be the limit when it comes to spending money on self-care, but as a busy parent, it […]

What’s the point of Money?

One of my favorite financial planners recently wrote in the New York Times, “The point of money is to help […]

The Best Laid Plans

One of my favorite movie quotes is “If you can dodge a wrench, you can dodge a ball,” from the […]

Can you afford a family pet?

I love dogs, especially Golden Retrievers. I have always had a Golden in my life. I had Max, Toby, Jake, […]