Starting, Growing a Family
27 Jun 2017 The Vacation is Over! Now what?
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The Vacation is over! Now what? You’ve spent countless days waking up late, binge-watching favorite TV shows (which, for some of us, is a way to disconnect), soaked up a lot of sun at the beach or perhaps you had a more active trip and visited...
06 Jun 2017 Smart moves to practice for vacations and trips
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Who doesn’t like to travel? Most people do. Event though if you don’t have a travel bug in you, one of these days you’ll have to be going somewhere far from home. Before every trip or vacation, I take I have a ritual I practice...
26 May 2017 Navigating Changing Jobs and Careers, While Staying on Course with Financial Planning
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Employment changes will happen to every one of us and more than once in our lifetimes. Working for one employer or keeping one career is not viable any more. The era of lifelong employment with just one employer is long gone....
04 May 2017 Helping Incapacitated Loved Ones
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Recently, I’ve been helping two relatives since I’m the family member closest to them with both financial skills and healthcare experience (retired hospital administrator married to a retired nurse). Both relatives exhibit signs of incapacity with diminished functioning on some level. So now I must...
26 Apr 2017 Financial Detox
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I am sure when you hear word “Detox,” you automatically think of diet and cleansing your body and mind. No argument here. All of these are practices are very much needed. However, today I would like to focus on our finances. Guess what? Your money...
17 Apr 2017 Live with MainStreet – Ep. 11 Spring Cleaning and Vacation Prep
Spring Cleaning and Vacation Prep tips
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10 Apr 2017 Correction is Coming?
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The correction is coming, the correction is coming. Do I sound like Paul Revere announcing the British? Well, yes, that’s my intention. Now I wrote this same introduction three years ago. Not much has changed. I am saying the same thing:...
17 Mar 2017 Smart moves for your tax refund
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2017 Tax season is finally here. Many of you already completed your tax returns and many are still working on them, including me. Gosh, life used to be so simple when I didn’t own a business and only had W-2 income!...