There’s a saying in Spanish “dime con quien andas, y te diré quien eres.” This roughly translates to “tell me who your friends are and I’ll tell you who you are.” I’m officially trademarking the saying “tell me how you spend your money, and I’ll tell you what you value.” I might just make that […]

Your Financial Expenses = Your Values

Alright guys, this is the first of many “Money Basics Series” articles. My goal in writing these is to serve as a resource to get more finance-related knowledge out there in an accessible, digestible and fun way. I want each and every one of you to feel financially-empowered and equipped with the right tools to […]

Money Basics Series: Stock Investing 101

This is a really uncertain time for all of us investors. We have all seen our 401(k) accounts take a substantial hit. Although the market is showing signs of recovery these days, there really is no telling where it will go tomorrow or the day after. That doesn’t diminish the feelings of loss, anxiety,and scarcity […]

What should I do with my 401(k) right now?

Your risk tolerance is not your risk capacity. I’ve been having this conversation a lot with clients and thought it would make a good blog post. So, let’s get RISKYYYYYY. We’re all here watching the stock market go up, down, and then up again. It can be a bit anxiety-producing if you haven’t taken the […]

Assessing Risk

Holy pandemic! I’m continually astounded at the speed and scope of this global pandemic. There is no corner of the globe that is not touched by it, as we foreign service families can attest. I’m here today to discuss the unique impacts this global pandemic has on FSO finances and the steps you can take […]

COVID-19 and FSO’s

So, we’re all trapped in our homes and looking for things to do. Looking for another way to pass the time or a reason to go to the store. Here are a few of the things I’m eating/listening to/ reading right now to pass the time (that is besides giving my kids a snack for […]

Looking for things to do while quarantined?

I’ve already given you guys some thoughts on the current market environment. That was about two weeks ago, and I think it’s pretty clear that the volatility and downturn are not over, and likely won’t be for a while. So let’s talk about the things that you can do right now to set yourself up […]

Some things you CAN do while markets are volatile

This market feels kind of crazy right? Like if you look away for 5 minutes, you just won’t know how bad it will get. I think we’re all kind of freaked out at the moment, but I’d like to remind all of you out there about a few of the basics: This Too Shall Pass […]

A few thoughts on this crazy market…

The fact that I work mostly with millennials, means that I see people just as they’re beginning their financial lives. They often haven’t had much of a chance to accumulate any assets, especially if they’ve pursued any higher education. They almost always have a load of student loan debt and are simultaneously anxious about managing […]

Got student loans?

So, we’ve all read those doomsday articles before, right? Kids cost you $3 million dollars each by the time they’re 18 years old. That’s obviously assuming that you’re raising them to today’s high standards, i.e. they’re enrolled in the best childcare available, they participate in every imaginable extracurricular activity, you’ve enrolled them in expensive summer […]

The Subtle Ways Kids Affect your Finances