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
- Wildcard
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. [...]
Let’s Talk About Lifestyle Creep
Even if you haven’t heard of lifestyle creep, I’ll bet you have a pretty good idea what I’m talking about. Lifestyle creep is the very human and potentially damaging phenomenon of increasing our spending to match our increases in income. [...]
Politics Are Not an Investment Strategy
Hello again, my friends. As I write this, we have just received the results of our latest Presidential election here in the US. While we have cats and dogs living together and mass hysteria, I thought I would try to pour some cooling waters on the raging fire of our panic. I like to aim high. [...]
Game-ify Your Financial Life with 25 Money Hacks
I’ve been collecting little items of wisdom from a variety of financial sources I read, so rather than focus on one topic this month I wanted to give you a quick and easy-to-read list of 25 money hacks you might find worthwhile. Feel free to use what speaks to you and save the rest for later…or not, as the case [...]
What You Earn: The Forgotten Lever of Financial Life Planning
In my time as a Financial Life Planner, I covered just about every topic under the sun: death, disability, having kids, taking care of aging parents, beliefs and habits around money…you name it. I had to get used to having honest conversations with people about how much money they make, too. Yes, what you earn is a critical component of [...]