Take A Paid Vacation

For most homeowner’s in the Bay Area, your home is your largest asset. The great thing about owning a home from a financial perspective is that it is an appreciating asset (goes up in value over time) from which you get utility (you get to live in it!), and you get a tax benefit from […]

Investing in Happiness

Money cannot buy happiness but it certainly impacts it. For some people, they can book a vacation or get a monthly massage without guilt. For most of us, there always seems to be a little nagging feeling that we should not have spent that money on ourselves or our happiness, or that we need to […]

Listen to Your Father

I had the privilege to sit down and speak with the father of one of my clients, who has been very successful in his financial life, and to get his words of wisdom on how to build a solid foundation for a young family’s finances. There was a consistent thread that wove throughout our discussion; […]

Prepare for a Wild Ride- The Year of the Horse

The Year of the Horse is expected to be a year of high energy, self-improvement and unexpected adventure. Prepare for a wild ride in 2014 and know what this year will bring for your finances.

The $35 Spin Class

It sounds ridiculous to pay $35 for a 45 minute spin class, right? It is hard to financial justify spending this kind of money when I can go for a bike ride for free. However, does this expense pass my Index Card Test? What is an Index Card Test? In my purse I carry an […]

Money Management On The Go

Five easy steps to On-the-Go Money Management for families that want to know where their money is going.

Men & Money

Money causes more fights between couples than children and sex. I have found that most of these money fights stem from a lack of communication and understanding of a partner’s actions and priorities. Good news! You can build a bridge across the chasm of money mysteries and woes. Here are five keys to understanding Men […]

Top 5 Financial Moves for 2013

With uncertain economic times, here are the Top 5 Financial Moves for 2013. Make these financial moves and improve your family’s financial future now.