You can spend time with your children without raiding your old 401k. If you have children or grandchildren, you can fill a baby carriage with the dough you’ll save using daddy (or mommy) dates. More important, you’ll get some priceless memories that you’ll never forget. I was first introduced to the concept of “daddy dates” […]
How to Get Beyond the Fear of Criticism
Fear of Criticism is a guest post by Clare, founder of MoneyEnergy, a personal finance and investment blog focused on creating cash flow and life leverage. MoneyEnergy also features a regular series of interviews with other financial bloggers, authors and anyone else who has a great story to share about how they maximized their own […]
Can You Change Someone’s Financial Behavior?
Can you change someone’s financial behavior ? I gave a talk a few weeks ago and a woman asked me how to do this. Her financial situation was rocky. She had lost her job, her debts were climbing and she desperately needed to get out of debt. On top of this, her husband kept pretending […]
Have More Money and Stress Less – The Secret
Money and stress don’t have to go hand-in-hand. But for most people, they do. Do you have a “financial hot button”? You know, some “trigger” that just gets you hot under the collar. Your reaction to that “trigger” is way beyond reasonable and usually ends up costing you peace of mind and relationships. For some […]
A Unique Government College Funding Idea You Can Use
Here’s a very unique yet overlooked government college funding solution that goes beyond college tuition tax credits. Actually, it’s better than that. This is a super practical financial tax planning idea to save you a ton on tuition and fund your retirement at the same time. I learned about this from a client, Rochelle. When […]
Why you might want to talk to me…..
I am a CERTIFIED FINANCIAL PLANNER™ Professional (R) and a Registered Investment Advisor. I will explain in a few minutes more about what these credentials mean. For the moment, let me share my experience growing up with you because it had a tremendous impacted on how I do what I do. I know a lot […]




