This winter I took my family on a long-anticipated ski trip. Everyone was excited because it had been four years since we skied as a family. My boys were only 8 and 5 at that time, and they remembered how much fun it was to ski with their mom and dad. On the first...
I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago. It reads: If you’re interested, you’ll do what’s convenient. But if you’re committed, you’ll do whatever it takes. A week before...
The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater...
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I'll buy you a diamond ring my friend if it makes you feel alright I'll get you anything my friend if it makes you feel...
Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important issues in their life. At each event we learn...
As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my life. A time when I felt like I was absolutely, positively stuck...
IT'S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own family’s traditions, I think of my mother. Like most...
Grey divorce is a difficult life transition and in order for this transition to be successful, it requires time, self-care, good planning and willingness to adapt. In the last 25 years, grey divorce - people ending a long-lasting marriage after age 50, has been on the...
A widow needs an advisor with a process for keeping her safe while she takes the time to heal. And she needs that person as soon as possible. There is a well-known fact in the financial services industry: about 70% of widows seek out new financial advisors after...
Change is integral to life. So, couldn't we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened to the reality that retirement is not that far off, and...