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

2020 Goals So I’m going to depart a bit from my normal, money-focused content and talk a bit about my goals for this year. I already discussed how I’m getting a bit of a late start on my goals this year, so here I am posting this in mid-February and not caring one bit that […]

2020 Goals

I am a big dreamer guys. I imagine big things. I set aggressive goals. I have a tendency to tell myself that I can do it all, all the time. Then life happens. I once killed myself training for a half-marathon during a particularly busy period at work and 9 months after having my second […]

Things didn’t go to plan. Why you trippin’?

Alright, y’all I’m about to get real on here. Why is it so hard to talk about money? Do you want to talk about money, but get weird looks from people anytime you bring it up and *gasp* mention a specific dollar amount? If you’ve been shamed for discussing money openly and freely, then this […]

Why is it so hard to talk about money?

This has come up with some clients recently, so I figured I could write about it while I’m working through this with them.  So the basic scenario is you received a large, lump-sum windfall– whether that be from an inheritance or selling a home. The first and most important step to take is to not […]

What Should you do with a Lump Sum?

Alright, people, I’ve touched a bit on the importance of automating your finances. It’s one of the foundational principles of what I teach clients. Since it is so central to what I advise, I thought it warranted a longer, more in-depth post.  If you’ve been reading my blog for awhile, you know that I’m married […]

Why Automation is your BFF

So, I’m not a natural rule follower (Sorry mom!), even when I create the rules for myself. They’re too restrictive, sap the joy out of what I’m doing, and generally leave me with an icky feeling. That’s probably why I hate the idea of following a strict budget. In case it wasn’t clear, I don’t […]

Why You Don’t Need a Budget