Life Transitions

Teenagers will be Teenagers! How to increase financial literacy among them?

Teenage years can be an exciting time in our children's lives. They are becoming more independent. It is important we expose them to financial concepts early on.

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Happenings

California Wildfires – When Disaster Strikes. What are you going to do?

The wildfires have increased in frequency and damage caused. How can we prepare and what to do if we are evacuated?

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Happenings

Finding Your Tribe. How book club changed my life?

Some books came at the right moment & taught me what I needed to learn. Others prepared me for what lay ahead. It is as if these books became a guiding force. Sharing with you a few we read and what I learned.

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Life Transitions

Should You Pay Down Your Mortgage Before Retiring?

There is no blanket application to the rule of thumb. Even though conventional wisdom says that we pay off all debt before retirement, we need a process that considers our unique situation as there are many factors at play.

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Purposeful Financial