We all have a struggle going on in our brains for energy, resources and time. We have our current self needs (like fun, food, and shelter) and we have the future self needs (such as fulfillment, big dreams and eventually retirement). It can be difficult to strike a...
Managing your finances is about mindset as much as it is about knowledge. It’s really important for all of us to figure out ways of keeping negative mindsets like self-doubt in check, but it’s especially important for entrepreneurs. Negative thoughts can...
Most people agree that saving a portion of your paycheck for retirement is a good idea. After all, no one wants to extend their working life or re-enter the workforce as a senior citizen. But how much SHOULD you save? This question is hotly debated, and at the center...
Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
