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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
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
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
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, 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
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
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
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
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
“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?
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
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
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
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
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
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
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 [...]
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 [...]
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 [...]
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 f [...]
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 J [...]
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 tim [...]
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 inspi [...]