‘Where Do I Live?’: The Real Question Behind “Rent versus Buy”
We spend a lot of time talking about real estate. For one, it’s big business: Residential real estate alone will dominate the US real estate industry in 2025, with an estimated $110.83 trillion in market value. Undoubtedly, it’s also part of our culture. We go on Zillow searching for our dream homes, checking the value […]
Economic Shock? This Playbook Helps You Roll with It
We’re in the middle of an economic shock – and it feels eerily familiar. When the past three economic shocks were happening, we felt like we were at ground zero. In 2008, we were plunged into the Great Recession. In 2020, the world shut down, and the stock market went into free fall. In […]
Our Holistic Financial Planning Approach: Centered on You, Not Just Your Money
Holistic financial planning isn’t usually the first thing that pops into people’s minds when they think of financial planning. Instead, they often think of it as a transaction: I give you my money and let you invest it so you can make me more money. This makes sense considering that’s how the industry started! Now […]
Financial Wellness for Trans People: A Sustainable Plan for Your Wellbeing
Surviving as a trans person in this world is no small feat. You are not only fighting for basic rights while confronting discrimination and transphobia but also facing unique challenges to your financial health and well-being. Dealing with higher medical costs or wait times for gender-affirming health care, the ongoing costs of aesthetic modifications, limited […]
LGBTQ+ Financial Security: Practical Steps for the Road Ahead
Historically, being part of the LGBTQ+ community has always come with adversity – and current times are no different. These challenges can shape how we think about our relationship to money. The fact that we are not equal in the eyes of the law can give us the message that we are not worthy or […]
Build Financial Resilience for Moments of Uncertainty
Uncertainty is something we have to contend with no matter what environment we’re in,whether we’re living through a pandemic, handling the results of an election, or managing anunexpected event in our personal lives. Uncertainty can also become the biggest factorinfluencing how we spend and save our money. Even in times of stability, past experienceswith uncertainty […]
Empowering Your Financial Life with Money Scripts
Money scripts are a favorite topic of mine because they’re so integral to our financial planning process with clients. They are a starting point for understanding how we think about money. By shining a light on our money scripts, we can identify how they shape and influence our financial decisions. While many money scripts can […]
What Planning in the Post-Retirement Chapter of Life Looks Like
Retirement is often seen as the finish line. After decades of hard work, planning and saving money are finally over. In reality, retirement is a major transition . It’s not simply a matter of flipping a switch and drawing on your retirement fund. The post-retirement phase requires careful planning and strategic decision-making. On a lighter […]
How to Protect Your Finances from Cyber Threats
As our digital world expands, so does the threat of cyber-attacks. From identity theft to surprisingly sophisticated phishing schemes, cybercriminals are constantly devising new ways to access and steal your hard-earned money. And it’s not just individuals being targeted – the institutions that safeguard your assets and personal information are also frequently fending off cyber […]
The Power of Perspective: Reflecting on Past Achievements vs. Future Goals
I recently read Dan Sullivan and Benjamin Hardy’s enlightening book, The Gap and The Gain. The central theme is adopting an attitude of appreciation and gratitude in place of one that dwells on deficits—a valuable lesson in both our personal and professional lives. In this post, I’m going to apply the principles from the book […]