Blog

aging mother with daughter

How to Talk to Aging Parents About Finances

May 8, 2015
Emotions of Investing Financial Planning

Women tend to be caregivers … of our children, of our spouses, of our parents. While the timing of the caregiving varies, most of us will be responsible for taking care of others at some point in our lives. This caregiving can be physical, financial, or both.

red car on map

Achieve Your Dreams with a Financial Road Map

May 8, 2015
Financial Planning

photo by: ErikaWittlieb via Pixabay A friend of mine, Karen Spero, says that, “financial planning is bringing the future back into the present so we can do something about it today.” Karen is retired now.  She is also my mentor, and a fellow financial planner who taught me a lot about how to help my clients […]

sand dunes with a blue sky

What’s the Point of Planning?

May 8, 2015
Financial Planning

Don’t underestimate the importance of planning!