How to Prepare Financially for the Trump Years

Let’s get real here: We’re living in a crazy world right now.  There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs for government workers, the stock market, and more. All of this change can be unsettling and overwhelming. And overwhelm can…

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Make Your Money Work For You

The past few weeks I have been talking a lot about financial planning.  And I hope it’s clear now that financial planning is not about products, or investments, or even about deprivation.  It’s not about feeling that you need to “do” something; instead, it’s about getting urgent about your results with money. Instead of working…

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Do You Need a Financial Planner?

Have you ever noticed that money tends to disappear unless you pay attention to it?  It’s true.  (And it’s that dreadful feeling we get when we look at our bank statement at the end of the month and think, “Where did it all go…?”) That’s why it’s essential that you have clarity around what you…

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