It’s the holidays, and the season of giving is in full swing. Many of my clients are thinking about giving back and wondering how they can best use their charitable dollars (while maximizing their tax deductions) before the new year begins.
Read MoreA lot of people go through life believing there’s no way they can save money. They usually have a long list of reasons why: student loans, low salary, high rent, endless kids’ activities, or maybe just the desire to live in the moment.
Read MoreOk parents, at some point you are probably going to get the call: ”Mom, Dad, please help -- I’ve run out of money!” Maybe they blew too much on pizza, indulged in too many grande Unicorn Frappuccinos, or just ran into unexpected costs they didn’t anticipate. Whatever the cause, you can probably count on a desperate money call at some point.
Read MoreAfter flying to San Francisco on June 12 and then spending 17 days driving back across the country, my family and I are finally home from our amazing RV trip! While the trip was fantastic overall with lots of pleasant surprises, there are certainly a few lessons that we had to learn the hard way.
Read MoreThe first step is to forgive yourself for your past money mistakes. That sounds a little "woo-woo", but I do think it's an important starting point. Stop beating yourself up for decisions you made in the past, and go forward from here.
Read MoreThere are lots of terms out there that all refer to the same basic idea: aligning your investment dollars with your values. It has often been called Socially Responsible Investing (SRI) and sometimes, Impact Investing. A key strategy of values-based, sustainable and responsible investing is incorporating environmental, social, and corporate governance (ESG) criteria into investment decisions.
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