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  • Ask Dana! A Column Where Personal Finance and Life Intersect

    Hi Dana: I’m divorced. Would you help me understand what social security benefits are available for divorced spouses, and any important considerations to be aware of? Navigating social security benefits if you are divorced—or thinking about divorce—can...

    • Posted 3 weeks ago
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  • Tomato Plants and Trusts

    A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes, and when they returned my husband and...

    • Posted 3 weeks ago
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  • Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health

    “To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and how the positions you own work together.”...

    • Posted 1 month ago
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  • Healthy Fats – How About Healthy Debt?

    When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing that Louise and her husband, Will, were health-conscious individuals, I...

    • Posted 2 months ago
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  • Ask Dana! Through the AGES

    From the day we are born to the day we pass on, there are many important milestones in our financial lives that are triggered as we age. Here are some of the more important ages to keep...

    • Posted 2 months ago
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  • Ask Dana! Save More: A Financial Resolution on Autopilot

    Hi Dana: One of my financial resolutions is to save more, especially for retirement. How do I know where to save? A new year brings a sense of clarity and the fresh opportunity to take action and...

    • Posted 4 months ago
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  • Resolve to Detox Your Finances in 2021

    I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief during a stressful time. However, by late...

    • Posted 4 months 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 months 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 6 months 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 6 months 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 7 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 7 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 9 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 9 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 10 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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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  • 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 2 years 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 2 years 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 2 years ago
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