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How Can Financial Life Planning Change My Life?

How Can Financial Life Planning Change My Life?

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 fi [...]
Ask Dana! A Column Where Personal Finance and Life Intersect

Ask Dana! A Column Where Personal Finance and Life Intersect

Upcoming year-end deadlines approaching! Consider if these important tax and financial planning tips can make a difference in your financial life: [...]
Why Your Future Health and Wellness Matter Now

Why Your Future Health and Wellness Matter Now

What if I told you I can see you in the future: needing healthcare but being unable to make the decisions necessary to attain it? I have many friends [...]
Ask Dana! Losing Sleep Over Your Investments or Personal Finances?

Ask Dana! Losing Sleep Over Your Investments or Personal Finances?

Recently, someone I’m close to confided that they were having trouble sleeping. The reason was clear to them—it was due to the recent stock market vol [...]
Ask Dana! How to Plan for the Retirement You Deserve

Ask Dana! How to Plan for the Retirement You Deserve

If you’re already thinking about retirement (it’s never too soon!), you’re probably thinking about it in terms of the “end of” something. The satisfyi [...]
Transform Your Financial Fitness Regimen

Transform Your Financial Fitness Regimen

When did you last take a leap and try something new and it paid off for you? Have you done it recently with your finances? Late last year, I confided [...]
Push Through Your Financial Health Plateau

Push Through Your Financial Health Plateau

Has someone ever inspired you to do something different? Recently an Integrative Medicine physician told me, “I give you permission to throw out that [...]
Feel Good about Your Finances with Fiduciary Advising Focused on You

Feel Good about Your Finances with Fiduciary Advising Focused on You

You know that incredible feeling of relief and hope you feel when something important in your life is finally taken care of? Working with my fiduciary [...]
Ask Dana! A Column Where Personal Finance and Life Intersect

Ask Dana! A Column Where Personal Finance and Life Intersect

The clock is ticking! With the end of the year approaching, here are some important financial planning and tax reminders to consider before 2021 is in [...]
Give Yourself the Gift of Being Heard

Give Yourself the Gift of Being Heard

Do you enjoy feeling heard and understood? My clients and I do, too. Over time, clients have graciously referred to me as their “sounding board,” “tho [...]
Help Your Grandchildren Prepare for a Successful Future

Help Your Grandchildren Prepare for a Successful Future

September is a big month for many families: Students are back in school and Grandparents’ Day takes place on September 12th. In honor of these annual [...]
Clean Your Tap Water of Toxins and Chemicals

Clean Your Tap Water of Toxins and Chemicals

Clean, hydrating water once flowed freely on our planet. It is a gift from Mother Earth and at Spring Aqua, we believe Mother Earth got it right. Acc [...]
Ask Dana! Experiencing an Abundance of Cash? Here Are Six Ideas

Ask Dana! Experiencing an Abundance of Cash? Here Are Six Ideas

Lately, we have been hearing more and more positive financial updates from clients who find themselves with extra cash on hand. In some cases, their g [...]
Independence and Your Finances

Independence and Your Finances

Freedom and independence are important to us as Americans. As we celebrate these ideals this July 4, recognize that not all financial professionals pr [...]
Ask Dana! A Column Where Personal Finance and Life Intersect

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 [...]
Tomato Plants and Trusts

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 ripen [...]
Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health

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 wha [...]
Healthy Fats – How About Healthy Debt?

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 tha [...]
Ask Dana! Through the AGES

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 som [...]
Ask Dana! Save More: A Financial Resolution on Autopilot

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 clarit [...]
Resolve to Detox Your Finances in 2021

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. [...]
Get More than Money: Get Peace of Mind

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 [...]
Give Yourself a Retirement Review This Holiday Season

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, ret [...]
Ask Dana: 8 Essential Year-End Personal Finance Planning Tips

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 [...]
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