Coronavirus: How to Handle Your Money

As the “new normal” takes hold, it’s wild to look back and reflect on how much has changed in each of our lives in just six weeks. The response to Covid-19 has changed day-to-day life in so many ways, and it’s an unprecedented, frightening time across the globe. In times like these we realize how […]

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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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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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Three Simple Summer Travel Tips

Whether you are visiting family, friends, or taking a solo trip, be sure to plan ahead. I’m not saying you should have every minute of every day planned out, so here are my top three tips for your summer vacation: Make an overall budget. How much are you willing (or can you afford) to spend […]

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Why Financial Planning is for Everyone.

Being wealthy is not a criteria. All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is […]

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