I recently got back from my first trip to Paris and j’adore. It’s a very walkable city, and for long distances the Metro is clean and easy to use. I experienced some culture shock, but it was a good thing. Here are some of my recommendations should you ever find… Continue Reading..
The best part of my trip to France took place in the second half: A retreat with my mentor and eight other women in the wine-making region of Provence. Our mentor, Fabienne Fredrickson, had arranged for us to stay in a charming villa in Menerbes with a spectacular view, a… Continue Reading..
Are you not-so-patiently awaiting spring’s arrival like me? Hopefully the warmer weather will arrive soon. In the meantime, we’ve been growing! Our business has grown with the addition of a few new clients (welcome!). We survived a busy tax season, which has now ended. Currently our days are spent working… Continue Reading..
Last week I had the great honor of attending a lunch time talk at The Fund for Women and Girls by none other than Billie Jean King. The Fund is dedicated to improving the health and economic security of women and girls. I was among about 800 people there, mostly… Continue Reading..
You’ve likely already signed, sealed, and delivered your tax returns to the post office — and if you haven’t, you’d better look at the calendar! Now is the time to start thinking about how to make next year’s tax season easier on you. For me, tax time always brings about… Continue Reading..
"Hi, Nana! Did you bring a gift for me and my brother?” That was one of the first things my granddaughter asked me when I picked her up recently. We were going to see The Three Little Pigs as part of my plan to shower her with experiences instead of… Continue Reading..
Tax day is Tuesday, April 17, 2018 — but get your taxes in by April 15! I know some people have yet to crack open their books. I can hear them now: Oh , tax day isn’t until the 17th, that means I get 17 more days before I have… Continue Reading..
I've been unofficially coaching people about money for over 22 years, but only recently have I formally studied it at the Money Coaching Institute. I've witnessed bankruptcy, people outliving their money, divorce, frivolous spending, children with a sense of entitlement, women who are in the dark about their household finances...and… Continue Reading..
Taking care of your money is an act of self love. Love and care for your money and it will love and care for you right back. Today is Valentine’s Day and I think it's a good day to think about love — whether it's romantic, platonic, or familial. I… Continue Reading..
Everybody dies; it’s as inevitable as taxes. Instead of fearing it, look at it as an opportunity to get your financial house in order. Pre-planning and pre-funding your funeral, and final resting place allow you to shield your family from exorbitant funeral-related bills. Creating a will is an easy step… Continue Reading..