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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 [...]
4 Financial Strategies for Changing Careers
Here in Connecticut, October is known for its transitions. As temperatures dip and the air becomes crisp, leaves on trees change colors from vibrant [...]
3 Financial Planning Strategies for Couples
Recently a woman in her 40s approached me to talk at the end of a financial workshop that I delivered. With tears in her eyes she said simply, “Thank [...]
Three Perspectives on Financial Independence
On a recent bright Sunday afternoon, five women and I enjoyed wine, cheese, coffee, and amazing conversation. Normally you don’t think of “coffee” wit [...]
Dump Him! Find The Financial Advisor Who Is Right For You
You know the feeling. You don’t look forward to talking to him like you used to. When you see him, he smiles and nods, but you sense that he’s not r [...]
Getting to the Root Cause of Clutter
All of us at one time or another can live amongst the midst of clutter. There can be many reasons why the clutter happens in our life but there is tr [...]
Do You Know Your Financial Health Vital Signs?
You know the drill. Every time you go to your doctor’s office for a consultation, there are certain vital signs that are always measured: your weight [...]
Monetize Your Mission…Through Marketing Your Solutions
Benjamin Franklin is quoted as saying, “If you fail to plan, you are planning to fail. This is incredibly true, even in your small business. I recentl [...]
Monetize Your Mission…Through Marketing Your Solutions
Most holistic business owners dread knowing their financial position and as a result, your level of abundance is directly impacted. This month’s colum [...]
Financial Health Check for Small Business Owners
If you are a small business owner, you know that the decisions you make daily impact your bottom line. Are you exercising the same care for your fina [...]
What If My Spouse Won’t De-Clutter?
When I do speaking engagements, this is one of the questions I get asked a lot. No difference male or female there is usually one partner that won’t [...]
5 Strategies For Losing Weight and Being Financially Fit
This year is your year. Now is your opportunity to acknowledge how satisfied you are with your personal finances and take yourself to the next level [...]
Monetize Your Mission …Through Marketing Your Solutions
New Year’s resolutions come in all forms . . . from losing weight to finally having a profit in your holistic business. I will leave the weight loss [...]
Take the 31 Day De-Cluttering Challenge!
Do you know what the “Health Epidemic of the 21st Century” is according to the World Health Organization? It is stress. We are in a health crisis be [...]
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 [...]
Rethink How You Are Taking Pictures!
I am currently in the midst of scanning two very large photo orders for two different clients. It’s so much fun for me because I love pictures and I [...]
Planning for Retirement in Your 50s and 60s
Retirement planning can be an anxiety-inducing process for many, but it doesn’t have to be that way.
In our 50s and 60s, the mindset is to save [...]
Dream It. Plan It. Do It: Live Your Values and Achieve Your Financial Goals
Have you ever heard the saying that you can tell what your priorities are by looking at your calendar? The logic is that you make time in your schedu [...]