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Ask Dana: A Column Where Personal Finance & Life Intersect

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

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

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!

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!

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

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 [...]
Retirement Planning: Four Tax Changes You Need to Know

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 choic [...]
New Year, New Financial Life

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 [...]
6 Ways Clutter Is Affecting Your Health

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 [...]
Phones & Finances: Making the Smart Call

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 [...]
Share Your Financial Abundance Tax-Efficiently

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 yo [...]
Local & Natural Bath Products for the Holidays at Farm to Bath

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 [...]
4 Financial Strategies for Changing Careers

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 [...]
3 Financial Planning Strategies for Couples

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 [...]
Three Perspectives on Financial Independence

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” wit [...]
Dump Him!  Find The Financial Advisor Who Is Right For You

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 r [...]
Getting to the Root Cause of Clutter

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 tr [...]
Do You Know Your Financial Health Vital Signs?

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 [...]
Monetize Your Mission…Through Marketing Your Solutions

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 recentl [...]
Monetize Your Mission…Through Marketing Your Solutions

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 colum [...]
Financial Health Check for Small Business Owners

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 fina [...]
What If My Spouse Won’t De-Clutter?

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 [...]
5 Strategies For Losing Weight and Being Financially Fit

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 [...]
Monetize Your Mission …Through Marketing Your Solutions

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 [...]
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