Category Archives: Blog

Top Issues Clients Face with Retirement

This month I had the pleasure of speaking with our in-house Certified Financial Planner Jin Lee to discuss some of the issues clients face with retirement. I will discuss some of the issues clients face with retirement planning and tips to prepare financially for retirement. Longevity means people can spend up to 40 years in […]

A Fait Compli

We are a generation of women that witnessed the longevity of Queen Elizabeth’s service until she would crossover, and that time has come. Queen Elizabeth came from the same generation as our mothers, guiding us with the sensibilities they acquired from that time. I admired her nonnegotiable position and unwavering integrity, consistently demonstrating loyalty to […]

Back to School for Co-Parents

For many parents, the lead-up to September marks an expensive and hectic time. This is especially true as the cost of living reaches record highs and your back-to-school shopping list keeps getting longer. For separated couples in this uncertain economy, splitting school costs while avoiding money arguments may seem harder than ever. But don’t worry, […]

Mental Health and Finances

How does one preserve their mental health while experiencing an economic downturn? Dr. Yewande Olamide is a physician, mental health advocate, financial literacy educator, and speaker with whom I had the pleasure of speaking. Yewande was an ER physician for 10 years until she took a break from being burnt out, which ushered her into […]

Stella!

So we got a dog. It wasn’t a pandemic or empty nester thing. It was a phone call from a friend who breeds dogs, indicating she was having a litter of Bernadoodles and knew we would be interested, and she was right. I grew up with cats, and my husband grew up with dogs and […]

The Cost of Love Part 3 – When It Doesn’t Worth Out

Setting the Stage for an Amicable Split. No one makes the decision to spend the rest of their lives together only to separate. Yet unfortunately, not all relationships will last forever.  If you decided to make a commitment to your partner and after giving it your all, it still didn’t work out, take heart. The […]