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 your child’s health, physical progress and have a discussion regarding the next year and any issues your child might be having. These visits are preventative in nature. As adults, we tend to slack off 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 metropolitan area, you can either live in the city and paying more for housing or move out of the city to hopefully save on the cost of housing and get some extra space. While urban […]

The Merkel Plan

Alia and Tim were like many of my clients: living in a major metropolitan city, earning a good living, bought a great house they wanted to fix up over time. They came to me for advice and to learn what it would take to scale back work in ten years and still be on track […]

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 is hard to find the time and sometimes hard to justify the expense. Adulting is physically exhausting. With grandparents no longer living down the street to help with the kids, most parents are “on” all […]

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 make and keep you happy and fulfill the hopes and dreams that align with your own (often irrational and emotional) values.” To me, this statement is the very essence of financial planning. Personal financial planning […]

The Best Laid Plans

One of my favorite movie quotes is “If you can dodge a wrench, you can dodge a ball,” from the movie Dodgeball: A True Underdog Story. If you haven’t seen it, Youtube the quotation above and have a laugh. So, why am I quoting Dodgeball? Well, it’s personal and has a lot to do with […]

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, Clyde, Bow, Gussie and now Cali. I got Bow when I was in college and Gussie a few years later. Each dog lived to the age of 13, and each passed away when I had […]

Setting Your Sweat Budget

How much should you spend on health and fitness?  The answer to this question depends on you, your financial resources and how important spending in this category is for your happiness. For me, doing healthy activities is a priority and this goes a long way helping me achieve balance and happiness in my life. As […]

YEAR OF THE MONKEY 2016- ANYTHING CAN HAPPEN

Do not waste your time planning out every detail of your life this year! The influence of the Monkey puts everything into flux. The Monkey is witty, intelligent, fast-moving and interested in new discoveries. This is a sharp contrast to the peace, tranquility and harmony of the Year of the Sheep to which we say […]

Smart Frugality

With the holidays approaching and spending about to ramp up, at least for most people, there are ways for you to reign in holiday expenses and save some big money. With Craigslist, eBay, Nextdoor, and innumerable online consignment sites, you do not have to sacrifice quality to save money. I do not like to spend […]