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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 6 days 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 2 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 3 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 4 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 6 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 6 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 7 months 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 8 months 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 8 months 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 9 months 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 10 months 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 2 years 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 2 years 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 2 years 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 2 years 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 2 years ago
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