Family Finances

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Up, Up and Away

I first starting working with Dan and Robin
back in October 2012 when they were in their early thirties, newly married […]

SINGLE PARENTS & MONEY

Single parents have it harder. There is only
one person to do everything. Earn the money, raise the children, be involved […]

PAYING FOR THE UNEXPECTED

Every year something unexpected comes up.
Sometimes it is fun stuff, but usually it’s a broken windshield, root canal or
something even […]

TIME TO DUMP YOUR TAX GUY (OR GIRL)

Time to find a tax person who you can talk to and understands your goals. Here are steps to help you develop that relationship.

Build Your Financial House

I have no idea where the phrase “getting your financial house in order” comes from. A quick Google search resulted […]

When is Enough Enough?

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

Magic of Money

I’ve noticed a trend in the last year that makes me think there is something magical happening. The trend is […]

The Diligent Squirrels

It’s been seven years since I first met the Squirrel family, who live in San Francisco, have three children, aspirations […]