Keeping Wealth in the Family

Keeping Wealth in the Family

by | Jun 15, 2023

“You could have all the riches in the world, but it doesn’t mean much without family.” — Alicia Keys In the old days, all the members of a family would spend all their time and pool any money they had to increase the wealth of the farm or family...
Budgeting that Improves Mental Health

Budgeting that Improves Mental Health

by | Nov 1, 2022

Budgeting. What thoughts and emotions arose when you read that word? 💭 Perhaps a feeling of stress? An “Oh no!” thought? An overwhelming sense of dread? Budgeting evokes a lot of thoughts and emotions, but one thing is clear: for most people, few –...
Defeat Financial Overwhelm

Defeat Financial Overwhelm

by | Nov 22, 2021

The struggle is real.  There are over 450 financial products out there and even more financial gurus and advisers with their own systems for how to use those products.   It’s overwhelming! Who do you trust? How do you know if you’re doing it right? No...
Grandma’s Strategy to Break the Cycle

Grandma’s Strategy to Break the Cycle

by | Apr 2, 2020

I am very fortunate in my line of work to be able to help people break through cycles that might have existed in their family for generations.  My favorite is the cycle of generational poverty because I’m in the process of breaking that cycle for future...