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Maximizing Your Retirement Savings
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Protect Yourself – and Your Family – with Your Eldercare Team
Medicine is advancing, and people are living longer than ever before. Congratulations—you now get to spend more time in retirement, pursuing your pass [...]
Drink Less and Be Better Hydrated
Clean, hydrating water once flowed freely on our planet. It is a gift from Mother Earth and at Spring Aqua, we believe Mother Earth got it right.
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Ask Dana! Through the AGES
From the day we are born to the day we pass on, there are many important milestones in our financial lives that are triggered as we age. Here are som [...]
Important Steps for Domicile Tax Savings in the Sunshine State
Are you one of the lucky Americans considering a move to the sunshine state? If so, you are not alone. Over the last decade, there have been more than [...]
Transform Your Financial Fitness Regimen
When did you last take a leap and try something new and it paid off for you? Have you done it recently with your finances?
Late last year, I confid [...]
4 Strategies for an Organized Tax Season
As is the case almost every year, tax day is apt to sneak up in a hurry. Has tax season become a frustrating paper chase? These tactics can buy you so [...]
Push Through Your Financial Health Plateau
Has someone ever inspired you to do something different? Recently an Integrative Medicine physician told me, “I give you permission to throw out that [...]
Why Your Future Health and Wellness Matter Now
What if I told you I can see you in the future: needing healthcare but being unable to make the decisions necessary to attain it? I have many friends [...]
Ask Dana: 8 Essential Year-End Personal Finance Planning Tips
Hi Dana: Is there anything I need to be paying attention to before the end of the year? (Other than holiday shopping, of course!)
Thank you for you [...]
Are You Practicing Mindful Wealth?
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way. Even for the privileged [...]
Clean Your Tap Water of Toxins and Chemicals
Clean, hydrating water once flowed freely on our planet. It is a gift from Mother Earth and at Spring Aqua, we believe Mother Earth got it right.
A [...]
Independence and Your Finances
Freedom and independence are important to us as Americans. As we celebrate these ideals this July 4, recognize that not all financial professionals pr [...]
Investing Can Be Complicated But It Doesn’t Have to Be
Investing can be incredibly complicated, with hundreds of thousands of investment choices that can be combined in nearly infinite variations. The shee [...]
Healthy Fats – How About Healthy Debt?
When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing tha [...]
4 Strategies for an Organized Tax Season
Has tax season become a frustrating paper chase? These tactics can buy you some relief. As is the case almost every year, tax day is apt to sneak up i [...]
Resolve to Detox Your Finances in 2021
I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. [...]
Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way. Even for the privileged [...]
Ask Dana: A Column Where Personal Finance & Life Intersect
“Dana, I’ve recently lost a spouse. On top of an overall feeling of mourning and loss, I find myself overwhelmed with the estate and financial matters [...]
Can You Still Retire Soon?
The gains in the market have lasted for 15 straight months, and now the thrill of the ride has been swept from under our feet. I have started to go th [...]
Realize Your Dreams Through Financial Planning
Almost a year ago an accomplished doctor and her successful businessman husband entrusted me to be their Certified Financial Planner and Private Wealt [...]
Phones & Finances: Making the Smart Call
On a recent road trip, I stopped at a store and saw something that I hadn't seen in a while, a pay phone. As I slowly picked up the handle, memories [...]
Share Your Financial Abundance Tax-Efficiently
With Thanksgiving and the holidays on the horizon, there’s lots of focus this time of year on gratefulness, abundance, and sharing with others. As yo [...]
Local & Natural Bath Products for the Holidays at Farm to Bath
Farm to Bath started with our daughter, Katie, who has severe cerebral palsy and is highly sensitive to chemicals in cleaning products. I used to buy [...]