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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 2 weeks ago
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  • 3 Financial Planning Strategies for Couples

    Recently a woman in her 40s approached me to talk at the end of a financial workshop that I delivered. With tears in her eyes she said simply, “Thank you for tonight. I wish that I met...

    • Posted 1 month ago
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  • Three Perspectives on Financial Independence

    On a recent bright Sunday afternoon, five women and I enjoyed wine, cheese, coffee, and amazing conversation. Normally you don’t think of “coffee” with wine and cheese. What was also unconventional was what we were talking about:...

    • Posted 4 months ago
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  • Dump Him! Find The Financial Advisor Who Is Right For You

    You know the feeling. You don’t look forward to talking to him like you used to. When you see him, he smiles and nods, but you sense that he’s not really listening. And more and more regularly...

    • Posted 6 months ago
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  • Getting to the Root Cause of Clutter

    All of us at one time or another can live amongst the midst of clutter. There can be many reasons why the clutter happens in our life but there is truly only one root cause. The clutter...

    • Posted 6 months ago
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  • Do You Know Your Financial Health Vital Signs?

    You know the drill. Every time you go to your doctor’s office for a consultation, there are certain vital signs that are always measured: your weight, your blood pressure, and your temperature. Whenever I am at the...

    • Posted 7 months ago
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  • Monetize Your Mission…Through Marketing Your Solutions

    Benjamin Franklin is quoted as saying, “If you fail to plan, you are planning to fail. This is incredibly true, even in your small business. I recently received a call from a prospective client who needed advice...

    • Posted 7 months ago
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  • Monetize Your Mission…Through Marketing Your Solutions

    Most holistic business owners dread knowing their financial position and as a result, your level of abundance is directly impacted. This month’s column is dedicated to inspiring you to know your numbers and clearly understand your financial...

    • Posted 8 months ago
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  • Financial Health Check for Small Business Owners

    If you are a small business owner, you know that the decisions you make daily impact your bottom line. Are you exercising the same care for your finances that you apply to the services you offer your...

    • Posted 8 months ago
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  • What If My Spouse Won’t De-Clutter?

    When I do speaking engagements, this is one of the questions I get asked a lot. No difference male or female there is usually one partner that won’t de-clutter and the partner asking the question is totally...

    • Posted 8 months ago
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  • 5 Strategies For Losing Weight and Being Financially Fit

    This year is your year. Now is your opportunity to acknowledge how satisfied you are with your personal finances and take yourself to the next level of financial fitness. Just as you take great care with your...

    • Posted 9 months ago
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  • Monetize Your Mission …Through Marketing Your Solutions

    New Year’s resolutions come in all forms . . . from losing weight to finally having a profit in your holistic business. I will leave the weight loss resolution to the other experts in this magazine. But...

    • Posted 9 months ago
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  • Take the 31 Day De-Cluttering Challenge!

    Do you know what the “Health Epidemic of the 21st Century” is according to the World Health Organization? It is stress. We are in a health crisis because of the stress that so many individuals are under....

    • Posted 9 months ago
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  • Realize Your Dreams Through Financial Planning

    Almost a year ago an accomplished doctor and her successful businessman husband entrusted me to be their Certified Financial Planner and Private Wealth Advisor. Our first two hours working together were spent at their kitchen table talking...

    • Posted 10 months ago
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  • Rethink How You Are Taking Pictures!

    I am currently in the midst of scanning two very large photo orders for two different clients. It’s so much fun for me because I love pictures and I love seeing the memories families have captured. Sometimes...

    • Posted 1 year ago
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  • Planning for Retirement in Your 50s and 60s

    Retirement planning can be an anxiety-inducing process for many, but it doesn’t have to be that way. In our 50s and 60s, the mindset is to save up for retirement. Investments are catered toward appreciation, can handle...

    • Posted 1 year ago
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  • Dream It. Plan It. Do It: Live Your Values and Achieve Your Financial Goals

    Have you ever heard the saying that you can tell what your priorities are by looking at your calendar? The logic is that you make time in your schedule for the people and activities that are most...

    • Posted 1 year ago
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  • 3 College Funding Tips For The New School Year

    Are you a parent experiencing a mix of emotions as a new school year begins? Is part of you relieved to have the kids resuming their routine, even if it’s chaotic? Is another part of you anxious,...

    • Posted 1 year ago
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  • Financial Health Check: 4 Things You Should Know About Medicare

    Are you or is someone you love enrolled in Medicare? There are some important changes underway with Medicare cards that you should be aware of this summer, right here in Connecticut. Medicare is a national health insurance...

    • Posted 1 year ago
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  • The 3-Ton Workout: Adding Tone and Definition in Your Landscape

    Forget lifting weights this summer; grab your shovel instead. My younger self used to scoff at adults when they said they gardened for exercise. “Ha,” I thought naively, “Gardening is just a hobby. Swimming, biking, running and...

    • Posted 1 year ago
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  • Natural Pest Deterrents for Your Garden

    Behind the scenes even zen-like, productive gardens can feel like a battle zone. Slugs are invading from the south! Deer are munching on the north perimeter! Mosquitoes are buzzing straight towards my flesh! If you like to...

    • Posted 1 year ago
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  • 6 Steps for Building Wealth

    What is the greatest gift you can give the woman you love this Mother’s Day? Give her information she can use to set herself up for financial success. The following are six steps she may find helpful...

    • Posted 1 year ago
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  • Do It Yourself Companion Planting

    Our bodies respond to what we put in them. Drink a frozen beverage too quickly? Brain freeze! Consume lactose or sugar? Get ready for potentially gassy conditions and energy spikes. The same holds true in the garden:...

    • Posted 2 years ago
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  • Spring Forward Your Savings and Spending Strategies

    Spring is in the air! Temperatures are rising and forecasts for rain are replacing predictions for snow. When you think about your spending and saving behaviors, are you confidently springing forward with strategies for growth, or are...

    • Posted 2 years ago
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