Topics
Topic:
Financial Literacy & Fundamentals
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What’s for Dinner? The Power of a Weekly Planning Reset for Your Family—and Your Finances
“What’s for dinner?” It’s the question that shows up every single day—usually right when life feels the busiest. Sometimes I wonder how we ever managed family life and work life before the days of online ordering and curbside pickup. Back then, dinner didn’t just mean cooking—it meant carving out time to walk the grocery store…
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Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
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Do You Own Your Time?
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
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The Financial Traits We Inherit (But Rarely Talk About)
A few years ago, I worked with a family going through a significant wealth transition. The parents had built a strong, disciplined financial life—steady investing, thoughtful planning, and a long-term focus. Their adult children? Very different. One avoided investing altogether and kept most assets in cash. The other leaned heavily into high-risk opportunities, always chasing…
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Before the Bell Rings: The Most Important Back-to-School Conversations Aren’t About School
Every August, the same rituals play out in households across the country. Supply lists get checked off. Orientation nights get added to the calendar. New routines get tested. And couples spend a lot of energy making sure their kids are ready for the year ahead. What tends to get skipped? The conversation about whether they…
