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News & Updates

Is It Time to Shake Up Your Approach to Wealth Management?

Is It Time to Shake Up Your Approach to Wealth Management?

When you think of traditional wealth management, what comes to mind? If you’re picturing a lot of Kens telling you how to manage your money from their mojo dojo casa houses, you’re not far off. One of the leading qualities of the traditional economic model that has...

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What Are YOU Celebrating this November?

What Are YOU Celebrating this November?

“I have chosen to be happy because it is good for my health.”- VoltaireHere’s a question: Did anyone know that November has been designated Long Term Care awareness month? I certainly didn’t and I must admit it’s not a topic I like to think about much. I don’t feel...

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Who is the Ghost in Your Life?

Who is the Ghost in Your Life?

“Of all the liars in the world, sometimes the worst are our own fears.”- Rudyard Kipling‘Tis the spooky season and so recently I’ve been thinking of that oh-so-frightening question: What scares you the most? For me, it’s not ghosts. It’s not goblins. It’s not demons...

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The Future is NOW.

The Future is NOW.

“Create the space and a bigger life happens.”- Alysia ReinerWhen Covid hit and the world shut down in 2020, it gave quite a few employers the chance to reimagine how work happens. And it gave quite a few employees the chance to envision what a true work/life balance...

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Wow. Take a Look at that Forest!

Wow. Take a Look at that Forest!

“I took a walk in the woods and came out taller than the trees.”- Henry David ThoreauWhen’s the last time you took a moment or two or ten and really examined what you’ve accomplished? When’s the last time you stopped and said to yourself, “Wow. I’m doing good work....

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Guess What…

Guess What…

"Do not go gentle into that good night, old age should burn and rage at close of day; Rage, rage against the dying of the light."- Dylan ThomasI’ve been thinking about ageism a lot lately. It has to do with the fact that, incredibly, I am turning 60 this month! I did...

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Does Divorce Change Everything?

Does Divorce Change Everything?

"I’d rather regret the things I’ve done than regret the things I haven’t done."- Lucille BallIf there’s one thing all my clients have in common it’s that they’re used to experiencing change. Actually, we ALL have that in common. Human beings go through change in the...

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Why Women Need to Consider Their Financial Independence in 2023

Why Women Need to Consider Their Financial Independence in 2023

“You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.”- Maya AngelouHere’s the thing. It might be 2023. We might have...

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2023: The Year of Women

2023: The Year of Women

"Don't think about making women fit the world — think about making the world fit women.” - Gloria SteinemBig news this month! I just moved into a new place and now for the first time I have a designated home office! I love having a space that is designed for my work;...

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