If you click on this article - 8 Reasons Gen X is Especially Good With Money – you might wonder why I, a financial planner, am talking about it. After all, in the opening paragraphs it says this: Born between 1965 and 1980, they're used to doing things for themselves, so they don't ‌need to […]

If you’ve turned on the news any time during the last few months, it’s likely you’ve heard the dreaded word “recession.” Investopedia defines recession as “a period of declining economic performance across an entire economy that lasts for several months.” The last major recession we experienced in the United States began in 2007 and ended […]

I live in the beautiful state of Colorado. We experience glorious snow for skiing in the winter, the flowers bloom in the spring, the leaves change in the fall…and the fires happen in the summer (or even during a dry winter as we experienced in 2021). “…while many residents may have expected safety in urban […]

In the 18+ years I’ve worked in the financial planning industry, many things have changed – and some things have stayed the same. For example, some of the tools and technology have changed, but the basic principles and the things that keep women up at night when it comes to their finances haven’t. The good […]

Thinking about booking a getaway in the next few months? Of course you are! After spending so much time in our homes during COVID, we’re all ready for a change of scenery. The good news is that you can get out of town, have fun, and make a positive impact when you visit the destination […]

The number of single people in the US is on the rise. According to the 2021 Census Report, “there are now 122 million Americans who are divorced or widowed or have always been single,” a number that has risen from 118 million in 2019. (Source) Whether you’re single by circumstance or by choice, there are […]

We’re moving into vacation time when many of us start slowing down and enjoying the summer months. Couple that with people exploring options that allow them to work from anywhere and that means people might be considering purchasing a vacation home. My parents were in the same boat 30 years ago as they looked for […]

With everything going on in the news these days, it can be hard to keep up. But one thing that has been on everyone’s mind is how these world issues could affect their personal finances. So, let’s take a quick look at each one and discuss what you should consider when it comes to your […]

Okay, the title might have been a little misleading; I don’t know if checking off financial tasks will make you feel as spoiled as a trip to the Bahamas…but I do know it will make you feel like you’ve taken care of yourself. While self-care is often thought of as getting a massage or taking […]