Coping With COVID-19 Transition

Watch this video on YouTube Taking in the current news feels surreal. Is this a sci-fi movie, or is it really happening? Media reports offer continuous information on the number of new cases, new deaths, shortages and panic buying, government orders locking down...

Scary Bear Market Deja Vu

Watch this video on YouTube It’s hard to believe one month ago the Dow Jones average hit a high of 29,551.42. Since then, we’ve experienced a US stock market meltdown and volatility similar to that of 2008. The Dow plummeted to 23,185.62 as of closing on...

Is Your Advisor Happy? Should You Care?

Watch this video on YouTube “If I could pick up a megaphone and say one thing to the clients of financial advisors it would be to make sure your advisor is happy.” This statement came from a well-respected, nationally known investment advisor with 20 years...

If Money Can Fix It

Watch this video on YouTube “If money can fix it, it isn’t broken.” These words, said by a friend during a recent conversation, grabbed my attention. Her statement challenged my definition of “broken.” The passenger side mirror on my car...

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...

When Parents Can’t Say No: Financial Enabling

Watch this video on YouTube “Pleeeeeze?” Your nine-year-old daughter has spent her allowance but is begging you to buy her a toy she “just has to have.” “I really will pay you back this time. I promise.” Your 30-something son,...