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The Importance of Speaking Up

People showed up to hear what you have to say, so say it!

3 Pricing Tricks That Will Help You Sell More

I like to think I make rational choices. When I need something, I buy it. I don’t spend too much and I never buy things I don’t need. Never. I also do not get suckered by silly ploys like: $99 (Hello! That’s $100), or “One-Day Only Sales....

6 Financial Steps for the Newly Single

My general rule to the newly single is to never make irreversible financial decisions during the first year after a divorce.  But shortly after my own divorce was final, I put my house on the market and traded in my SUV for a more economical...

Not Ready to Divorce? Beware the Pitfalls of Long-term Separation

Meet Christine and Jake — a hypothetical composite couple who incorporates many of the situations I have seen and heard as a CDFA. Christine has long known that her marriage to Jake is essentially over. When he got an apartment in town, it was so...

Feeling Hopeless About the Future? I'm Not and Here's Why

While many report on Americans’ dying optimism for our future, I’m not one of them. I’m ecstatic for the future. Here’s why.

5 Questions to Ask Yourself Before Investing

Five thousand dollars. That’s how much Emma was ready to invest. Or so she thought. When it came time to commit, she was acutely aware that rather than grow, it could shrink. Even after all the research — and knowing that this was a step into...

Why You Shouldn't Skimp on Disclaimers

We have all heard those commercials where the drug companies proclaim that taking their headache medicine could actually cause a headache — or worse, heart attack or death. While you may think this is ridiculous and silly (I mean, it is pretty...

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