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  • The Future is Holistic!

    Twenty years into its role as the leading accredited institution for holistic studies on the East Coast, The Graduate Institute has charted a unique course in higher education. Our mission is to provide transformative education based on...

    • Posted 5 days ago
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  • Get More than Money: Get Peace of Mind

    Have you ever craved “something more” and gotten it? Theresa and Colin did. They wanted “something more than just returns” when it came to their money. After they chose my team to be their fiduciary financial advisors,...

    • Posted 5 days ago
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  • Give Yourself a Retirement Review This Holiday Season

    Do you have more “to dos” to complete than time available to get everything done right now? For many people with employee benefits like insurance, retirement, and legal plans, this time of year often is the re-enrollment...

    • Posted 1 month ago
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  • Ask Dana: 8 Essential Year-End Personal Finance Planning Tips

    Hi Dana: Is there anything I need to be paying attention to before the end of the year? (Other than holiday shopping, of course!) Thank you for your most timely question! Here are several year-end planning considerations...

    • Posted 1 month ago
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  • Financial Self-Care: A Personal Reflection

    I will never forget that morning in the spring of 2016. It was around 5:30am and the sun was just beginning to cast bright beautiful rays through my window. As I got out of bed, I happened...

    • Posted 2 months ago
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  • Ask Dana: A Column Where Personal Finance & Life Intersect

    “Dana, I’ve recently lost a spouse. On top of an overall feeling of mourning and loss, I find myself overwhelmed with the estate and financial matters and don’t know where to begin. Please help!” First and foremost,...

    • Posted 2 months ago
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  • Softer Skin Than You’ve Had in Years

    I had the pleasure of sitting down with Spa Director – Clinical Aesthetician, Laura Duffany, at The Spa at Litchfield Hills to talk about the hottest new trends in skincare! Laura has worked with plastic surgeons and...

    • Posted 2 months ago
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  • Investing for Today’s Woman

    Who is today’s woman, and why is investing so important for her well-being? Today’s woman is a competent, perpetual decision-maker. She continuously makes priority calls around how to spend her limited time and energy on the relationships...

    • Posted 3 months ago
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  • Ask Dana: A Column Where Personal Finance & Life Intersect

    Financial Life Planning connects the dots between our financial realities and the lives we long to live. Life Planning focuses on the human side of financial planning. This is where we can tap into our inspirational fire....

    • Posted 3 months ago
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  • We Must Have This Controversial Conversation

    It will be uncomfortable, but it’s essential that we have an honest, informed conversation about the proper role of government in a perceived public health crisis. First, shouldn’t we have some criteria that establishes the need for...

    • Posted 5 months ago
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  • How Do I Age Gracefully?

    Though aging is inevitable, some people find it difficult to deal with the changes that come with getting older. While dreading some wrinkles and sagging isn’t uncommon, there’s so much more to aging…but gracefully? You can either...

    • Posted 5 months ago
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  • Own Your Wealth with Confidence!

    This year dynamic health, economic, and financial developments have tested the strength and resolve of people around the world. In February, the Dow Jones Industrial Average reached a high of 29,551 and the S&P 500 reached a...

    • Posted 5 months ago
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  • Redefine Retirement: Plan to Live Life on Your Terms!

    Will you celebrate Mother’s and Father’s Day this May and June? Perhaps you’ll spend time honoring your Mom and Dad. Maybe someone will seek out time to acknowledge you and all that you’ve done. Recently I spent...

    • Posted 7 months ago
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  • Spring Clean Your Financial Records: 3 Strategies for Success

    Is April a breath of fresh air for you? Do you look forward to temperatures rising and chirping birds resuming their seasonal singing? Are you inspired to get moving again and do a bit of spring cleaning?...

    • Posted 8 months ago
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  • Retirement Planning: Four Tax Changes You Need to Know

    Last December while many of us were preparing to celebrate the holidays, a new tax law was signed that impacted many people’s retirement savings choices. With Tax Day approaching next month, you already may be in touch...

    • Posted 9 months ago
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  • 5 High Performance Anti-Aging Oils You Need This Winter

    There are many great uses for essential oils, including helping to combat aging of the skin as well as keeping your skin super hydrated and nourished in the cold, dry winter months. This is a benefit that...

    • Posted 11 months ago
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  • New Year, New Financial Life

    Am I going to be okay? We all hear these words in our lives. Maybe your best friend asked you this question as she grieved the death of the partner that she loved. Perhaps your Mom said...

    • Posted 11 months ago
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  • 6 Ways Clutter Is Affecting Your Health

    Are these statements something you have said in the past … or are currently saying? “This clutter doesn’t bother me. I’m ok with it.” “I’m doing this organizing project for my … husband/wife.” “I’m able to find...

    • Posted 11 months ago
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  • Phones & Finances: Making the Smart Call

    On a recent road trip, I stopped at a store and saw something that I hadn’t seen in a while, a pay phone. As I slowly picked up the handle, memories of using pay phones decades ago...

    • Posted 1 year ago
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  • Stop Skin Suicide

    I’ve come to realize through conversations with clients that looking in the mirror can strike fear and embarrassment for some individuals. Most of us fear getting older and of course “looking” old. I hear these questions from...

    • Posted 1 year ago
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  • Why You Need a Mission Statement!

    As human beings, we are hungry for meaning. We desperately want and need to feel as though we have figured out how to live so that our lives matter. What frustrates us and throws us out of...

    • Posted 1 year ago
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  • Share Your Financial Abundance Tax-Efficiently

    With Thanksgiving and the holidays on the horizon, there’s lots of focus this time of year on gratefulness, abundance, and sharing with others. As you donate your wealth, how confident are you that you are giving as...

    • Posted 1 year ago
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  • Local & Natural Bath Products for the Holidays at Farm to Bath

    Farm to Bath started with our daughter, Katie, who has severe cerebral palsy and is highly sensitive to chemicals in cleaning products. I used to buy organic soap for Katie at our local health food store, but...

    • Posted 1 year ago
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  • 4 Financial Strategies for Changing Careers

    Here in Connecticut, October is known for its transitions. As temperatures dip and the air becomes crisp, leaves on trees change colors from vibrant green to deep gold, brilliant orange, and fiery red. Like October weather in...

    • Posted 1 year ago
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