Should I Buy a Home?
If you’ve been thinking whether you should buy a home, you’re not alone. It was a very popular topic in my practice, and it seems like a hot topic out in the webiverse, too. [...]
Which Home Improvements add Value?
This month’s topic comes courtesy of my friend, Heidi: she asked which home improvements add value when you sell your home, and which don’t. [...]
Lions and Tigers and Accidents, Oh My!
Yes, it’s time for an update on what is probably the sexiest topic I have ever addressed: long-term disability (LTD) insurance. [...]
What's the Best Financial Advice You Ever Got?
I recently saw an article on MSN asking readers to post the best items of financial advice they ever got, so I decided to do my own riff on it. I ventured out onto the Interwebs and also asked some friends for contributions. Here is a list of my 10 favorites: [...]
How Much Saving Is Too Much?
We hear a lot about the people who aren’t saving enough toward financial independence, but less about those who might be saving more than they need to. [...]
Put Your Money Where Your Values Are
Do you want to align your investments with your values? If so, you’re not alone. [...]
Give Minimalism a Chance
Wait, wait…hear me out. Don’t go away just yet. [...]
An International Women’s Day Exhortation
In honor of International Women’s Day on March 8 I’m going back to a presentation I gave a few years ago at a women’s event in Seattle. The title of my presentation was “Get Your Financial Sh*t Together,” and it focused on some of my learning from working with women clients over the years. [...]
LeCount Davis and Black Financial Advisors
In honor of Black History Month I decided to write about Black Financial Advisors in the US. [...]
To the Limit: Financial Dependency and Enabling
If last month’s blog about Lifestyle Creep wasn’t squirm-worthy enough for you, maybe this month’s will be. Let’s talk about boundaries, my friends. Financial boundaries. [...]