Debbie buried her face in her hands. Through our two-way videoconference, I could clearly see her angst about my recommendation. At several other times in our consultation, she shook her head with a frown.
“I have never—NEVER—made money,” she said, … Read more
My daughter Morgan likes to play Life, the classic board game that takes you from college to family to retirement with several spins of a wheel. At one point, all players must stop their colored car tokens at a fork … Read more
Despite having been in this profession for almost 20 years, being in my 40s has given me a new perspective on the importance of estate planning as my friends and I make our way through life—marriages end, loved ones get … Read more
I grew up in a sailing family, and the first thing we were taught was that the wind was both an ally and an adversary. Like investing, having the wind at your back is both a comfortable and an expeditious … Read more
Money. Other than your family, your health, and your career, it doesn’t get much more personal than your finances. And as we all know, beyond how money matters intersect our daily lives, it’s the big stuff that can overwhelm us … Read more