What is your Money Story?
This upcoming Wednesday, August 18th, 2021 I am co-hosting our first BookChat with some friends who are also fellow financial advisors. I would love for you to join us, even if you have not read the book, Wired for Wealth by Brad Klontz, Psy.D., Ted Klontz, Ph.D., and...
The Slippery Slope
I have recently come back from two wonderful and memorable family vacations. The vacations made me think about a common saying, “the slippery slope.” This is the concept that once you have already spent so much money, wasted so much time, or eaten way too many sweets,...
A Great Time To Refinance
It has been a while since I have written a financial planning article but I felt the need to write about refinancing today. Many, if not most of you, may already know this, but it is important for those of you who don’t – right now is an incredible time to refinance...
“Happy Money” – Conclusions
The book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton is right up my alley. I am all about living a happier life yet money is often blamed and viewed as an obstacle of happiness. I love to learn about and help other people to live...
Money and Happiness-5. Invest in Others
After a little break, here is the fifth article in my series on how to change your spending for more happiness in your life. All of these articles have been based on the book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn & Michael Norton. The...
Money and Happiness – 4. Pay Now, Consume Later
Today’s topic fits right in with the holiday season. The chapter “Pay Now, Consume Later” from the Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton discusses the happiness boost and benefits of looking forward to and waiting for...
Money and Happiness – 3. Buy Time
This series of articles focuses on how you can spend your money to increase your happiness and is based on the book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton. Today’s topic, the 3rd of 5, is Buy Time. We all have heard Benjamin...
Money and Happiness – 2. Make It A Treat
This is the second article in a series on how to increase your happiness with how you spend your money. These concepts come from the book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton. The second concept is, Make it a Treat. I am...
Update on My Connection Theme
My theme for the year is Connection. So far I have been doing a good job of talking to friends I don’t regularly talk to each week. I am noticing this “connection” theme everywhere. Have you ever done the experiment where you are supposed to look for a yellow Jeep and...
A Poem: “The Invitation”
I am taking an online class through the Modern Elder Academy (www.modernelderacademy.com), called “Navigating Midlife Transitions.” I am really enjoying it. I feel like I miraculously stumbled upon this class. I knew I wanted to take a class this year and learn...
Erin Flood’s Legacy
Erin Flood is a teacher at heart. She also loves being a caretaker. I got to know of Erin through my sister-in-law and Facebook. I know that often we are attracted to people similar to ourselves. I feel a strong affinity for Erin and what she talks about on her...
My Theme for 2023
Each year I choose a word or theme for the year. To learn more about the background of this annual exercise please click here. Part of me wants to keep the same theme as last year - Notice and Create Joy (when(ever) possible)”. I truly want to find and appreciate more...
“Tranquility By Tuesday” (Part 2)
My theme for 2022 is: “Notice and Create Joy (when(ever) possible)”. Two of Laura Vanderkam’s rules from Tranquility by Tuesday: 9 Ways to Calm the Chaos and Make Time for What Matters relate to my theme for 2022: 6. One big adventure, one little adventure. Each...
“Tranquility By Tuesday” (Part 1 of 2)
I have read a lot of self-help books. I follow Laura Vanderkam and enjoy her work. She is a mother of five and specializes in time management. I volunteered to read an early copy of her latest book, Tranquility by Tuesday: 9 Ways to Calm the Chaos and Make Time for...
Family / Parenting Book Recommendations
My family is super important to me. It is a priority for me and a key to a happy and healthy life. I am starting to focus more on family and relationships both professionally and personally. (I believe you can create a family if your immediate family is not your ideal...
Living Your Legacy: Dr. Bob Eng, CFA
Dr. Bob Eng is a small, thin wise-looking Asian American who goes running every day. He waves at the people he sees running and thinks “Hey, you are not invisible to me.” That is an important part of Bob’s legacy. He wants to make sure that everyone feels seen. He...
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