Family Finances

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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 […]

MONEY = FEELINGS

Money means so much to people and is a representation of our values. Strangely, this is why you are not […]

Should You Both Work?

Affording life in the Bay Area is expensive. In general, it takes two working parents to make ends meet and […]

How to Teach Your Children that Money Doesn’t Buy Happiness

My son is seven years old and thinks it is super cool to pretend to “make it rain” with his […]

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 […]

Top Five Money Lessons for Kids

In general, talking about money makes people tense. So, how can you talk to our children openly and effectively about […]

The Best Laid Plans

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