Clik here to view.
When Less is More
Lessons from those who have little, but more than enough “Mom, we have two sinks in the kids’ bathroom and seven in our house—in Africa, if we had one indoor sink for the entire family we were happy,”...
View ArticleClik here to view.
There is Always a Sale on Wall Street
Harnessing your deal hunting skills to score investment bargains Ah, January! The month of sales. The shop windows are all advertising 60 and 70 percent off. I get daily emails filled with deals on...
View ArticleClik here to view.
The Super Bowl of Personal Finance
5 Lessons from the Ravens and 49ers Match-up As you munch on your Buffalo wings and enjoy your favorite beer during the game this weekend keep in mind that the Ravens and 49ers can teach us about more...
View ArticleClik here to view.
Financial Infidelity
How to Tame Cheating-by-Checkbook “Honey, what a beautiful scarf! Is it new?” I asked innocently when I saw the luxurious cashmere scarf wrapped around my husband’s neck. When he sheepishly avoided...
View ArticleClik here to view.
Why I Bit-the-Bullet and Bought Long Term Care Insurance
Making a hard decision now is easier than you think. There is nothing like the fear factor to motivate one to take action. I finally made an executive decision and purchased long term care insurance...
View ArticleClik here to view.
Your Portfolio Well-Check – 2013 Edition
How and when to conduct a financial portfolio review. Please welcome guest bloggers Jim Dowd CFA, Managing Director of North Capital and Melissa Rudy, freelance writer. This article was originally...
View ArticleClik here to view.
The Democratization of Private Investing
How to Brag Like a Venture Capitalist It’s seems to me that everyone I meet these days is a “private investor.” Worse, they all seem to have a PHD in bragging. Just this week, I had dinner with my...
View ArticleClik here to view.
The French (Money) Diet
Why French People Don’t Get Fat Debt “S’il vous plait, une crème,” I request, facing the street in my favorite café for coffee, watching the stylish Parisians as they make their way to work along...
View ArticleClik here to view.
Thank your Employer by Selling its Stock
Why “take the money and run” may be your best strategy at work I remember the first time the markets slapped me hard like it was yesterday—the sinking feeling in my stomach, the nausea, the disbelief...
View ArticleClik here to view.
Let Uncle Sam Pay Your Favorite Charities
How to Give More with Less “Would you believe Matt gave $60,000 to the school capital campaign?” said my friend Beth. We were catching up after being out of touch for years and these were the first...
View ArticleClik here to view.
Your Kids Won’t Listen To You About Money Either
Using an expert can help break through Please welcome Mother’s Day guest blogger Dr. Laura Stevens. In her own words, “Laura Stevens MSW PhD is a retired social worker, volunteer, blogger, parent of...
View ArticleClik here to view.
What Do You Truly Deserve?
Break the entitlement cycle before it breaks you. Is it just me or does everyone seem entitled to something these days? A few weeks ago I was in the process of interviewing college student candidates...
View ArticleClik here to view.
The $15,476 Coffee: Big Money Savings That Can Change Your Life
“Sarah, can I offer you a cup of coffee,” I asked as she entered my office, before noticing that she had brought her own. Boy, did I get an earful—and a practical lesson—in response! “Coffee!” She...
View ArticleI Have Enough Clothes to Die In: What I really want for Fathers Day
In honor of Fathers Day please welcome guest blogger and resident Dad, Peter Minnium. “I have enough clothes to die in,” is my standard refrain when presented with a sartorial gift for any occasion,...
View ArticleThe Honda Accord of Higher Education
Why Purchasing a College Should be More Like Buying a Car. I don’t know what to do about college for Jason,” my friend Nan said at our annual 4th of July BBQ. “Should I steer him towards public...
View ArticleThe Tyranny of Small Numbers
How even low inflation can have a giant impact on your savings. “Just leave inflation out of the calculation and tell me what I need in the bank the day I retire,” said Jean, my over-confident client....
View ArticleFinancial Planning Lessons from East Africa
Please welcome my wonderful financial planning summer intern, guest blogger, and Reed College student, Aristomenes Spanos. It wasn’t even 8am but I was already sweating bullets. The lush green of the...
View ArticleDon’t Throw Away Your Umbrella, Just Because It’s A Sunny Day
“I’m scared of bonds!” exclaimed Lucy as we discussed her portfolio rebalancing. “It’s all over the news. Interest rates are going up, and we need to stay clear. CNBC said so!” Financial news is no...
View ArticleBook Review: The Young Adult’s Guide to Financial Success
This book is reviewed by my high school summer intern, Samantha Hart, and edited by Aristomenes Spanos. The Young Adult’s Guide to Financial Success by Edward M. Wolpert ought to have a place in every...
View ArticleWhy Cheerleaders and Gymnasts Make Great Investors– Learning the Value of...
I was watching my ten year-old daughter play with my husband in a pool over Labor Day weekend while skimming the newspapers and wondering how as a fee-only financial planner I was going to help my...
View Article
