YEAR OF THE EARTH DOG 2018- HOW TO MANAGE YOUR FINANCES

We have had two straight years of craziness with the year of the Monkey followed by the year of the Rooster.  The Rooster symbolized the need to be heard, as well as egoism, despotism and belligerence. The impulsiveness and emotional instability of the Rooster meant that taking action without thinking won out! February 16, 2018, […]

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 […]

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 […]

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 […]

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 […]

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.

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 […]