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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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  • 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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  • 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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  • 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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  • 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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  • 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 year 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 1 year 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years ago
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