Blog

Tips for Planning Holiday Travel

The holiday travel season is approaching quickly. You might already know that I’m always up for a winter getaway that involves as much skiing as possible, and through the years I’ve honed some strategies and tips for how to maximize your dollars on holiday travel and minimize spending as much as possible. This is the […]

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Sparking joy … in your financial life

“Does it spark joy?” We’ve been hearing that a lot these days. I talked about the Marie Kondo phenomenon in a recent newsletter (sign up to receive them here!). Her philosophy about surrounding yourself only with things you love makes a lot of sense to me. My close friends and family know my closet is […]

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New Year, New Themes

As I catch my breath from 2018 and look into 2019, visions of goals are dancing in my head. Last year, I talked about how instead of resolutions, I used themes to guide my way. Themes can evolve through the year as you reach different goals along the way. Or, if you get caught in […]

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Disability Insurance and You

Disability Insurance and You Many Americans are living paycheck to paycheck — a staggering 78 percent of us, according to a recent study by Career Builder. That creates a very delicate financial situation that could be thrown off kilter by an accident, unexpected illness, or a big family emergency. It’s not something anyone wants to […]

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What’s a Cash-out Refi and Why Do It?

If you’re a homeowner who’s experienced a significant increase in equity (thanks, crazy real estate market!) or has made some strides in paying off your mortgage, you might consider cash-out refinancing to help meet some of your other goals. A cash-out “refi” lets you refinance your mortgage for more than your existing mortgage, and then […]

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