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Understand Leases A Necessary Money Skill

Watch this video on YouTube “Some days adulting is a pain.” What parent of college-age children hasn’t heard something similar from their kids? The transition from kid to adult is a necessary process toward living a fulfilled and meaningful life, but...

Where Will Your Retirement Money Come From?

Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg article by Suzanne Woolley, entitled...

The Middle-Class Cost of Medicare for All

Watch this video on YouTube The concept of “Medicare for All” is getting a lot of attention in the 2020 Presidential race. Senator Elizabeth Warren’s promise that it will not cost the middle-class “one penny” has much appeal. While most...

Abundance & Prosperity Summit 2019

Are there any folks out there feeling…unhappy or like it’s Groundhog Day every day? Working, managing your household, paying your bills, caring for children, taking care of all the responsibilities that come with being an adult… whew! Life can be busy with little time...

Investing in Financial Counseling

Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...