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 […]

Living the Dream in the Bay Area- Is it worth it?

The Bay Area is a beautiful place to live. Mountains, beaches, great weather, robust economy, wine country, great food, active inhabitants, etc. However, making a life here is no small feat. To break even in this area you have to gross $250,000 as a family. To make this much money most families need to have […]

Have Your Cake and Eat It Too- Freelance!

Do you want to work from home? Do you want more flexible work hours? Do you need to make some extra money to afford your desired lifestyle? Maybe it is time to join the Freelance Economy. In almost every industry, freelancing has become popular for professionals looking to take more control over their hours and […]

Credit Cards: Friend or Foe

With today’s perks, credit cards can help you earn free flights, hotel stays, gift cards and give you actual cash back. The average cardholder has 3.7 cards in their wallet and carries a balance of over $4,800. Racking up credit card debt can be like putting on holiday pounds; it is quick and can be […]

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; […]

Simple Personal Finance

Money is a heated subject matter. It can bring up feelings of shame, regret, anxiety and even guilt. If you feel any of these, you need to reframe how you see money and start to view it as a tool to get you to where you want to go. Instead of putting or keeping your […]

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.

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.

Can Money Buy Happiness?

Can Money Buy Happiness In the last fifteen years, positive psychology has tried to tackle the question of “can money buy happiness” by studying people’s happiness levels along with changes in income levels. Also known as the “hedonic treadmill” theory, studies show that once your basic needs are met (clothing, shelter, food) that rich people […]