Money Is Just a Tool: Making Room for the Life You’re Building Every year around mid-October, Florida pulls off its greatest trick: the morning temperature drops to 68 degrees, and suddenly everyone […]
Envy If you could trade places with anyone in the world, past or present, who would it be? Would you decline […]
Financial Wellness: Understanding Your Own Financial Life When we talk about wellness, money may not be the first thing that comes to mind. We think about exercise, […]
Financial Goals: Your Fourth-Quarter Game Plan for 2026 While many students and teachers returned to school or college earlier this month, it got me thinking about how this […]
Counting on an Inheritance? Read This First One show I’ve loved for a very long time—and still watch today—is Gilmore Girls. The 2000s series is about Lorelai […]
Do Hard Things I love my career as a financial advisor and I am convinced that everything I did professionally in my life […]
Carry On I was in the car recently and heard Jackson Browne’s Running on Empty. The lyric “In ’69 I was twenty-one” […]
Life in the Middle: Finding Perspective in the Sandwich Generation Over the years, I’ve had countless conversations with clients about caring for aging parents, helping children get launched into adulthood, […]
Are You Rich in Time? When most people think about being wealthy, they immediately think about money. A bigger home. A nicer car. A larger […]
There Is More to Life Than Money There is a longing in my heart that this life will never quench. As C.S. Lewis said, “If we find […]
August Thunderheads and the Peace of Preparedness There is a distinct, undeniable rhythm to mid-August along the Florida coast. The afternoon air hangs heavy with salt, cicadas […]
Measure Twice, Saw Once: Building Our Next Chapter Each day at work I help clients write the next chapter of their financial lives. Behind the scenes, my husband […]
