5 Ways Student Loans Affect Your Life

College is a major life event as well as being a pivotal financial event. The decisions made regarding paying for a college education can significantly impact your financial future.  It’s important that you carefully consider all of your options for going to college and balance out priorities. In the blog post, The College Scandal: Why … Read more

The College Scandal: Why You Need to Have a Family Financial Meeting

The college scandal has been surprising and not surprising, at the same time. It raises fundamental issues about the goals and priorities that we set for ourselves and for our children. Communication regarding the financial impact of college among all family members especially including the college student are essential.  Setting up ongoing family financial meetings … Read more

ABC KGO: Seven on Your Side with Michael Finney

Very excited to appear on ABC 7 KGO’s Seven on Your Side with Michael Finney last night (3/13). We discussed GET READY! and how to apply the Marie Kondo principles to managing your financial documents.  We covered the topic of what to keep and for how long.  Check out the interview here: https://abc7news.com/home/clearing-document-clutter-at-home/5190725/ Pick up … Read more

ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019)

Looking forward to appearing LIVE on ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019) sometime between 4:20 & 4:30.  We’ll be discussing how to apply the Marie Kondo Principles to your financial documents – what to keep and for how long. You can live-stream in the S.F. Bay Area here: https://abc.go.com/watch-live 

Financial Makeover – How to Clean Up the Mess You Made with Your Budget

Creating a budget and then following it can be challenging for all of us.  When setting a budget, it’s important to take a look at your overall cash flow. Be realistic about what you will realistically be able to do. You can download a Cash Flow Analysis and Budget Worksheet from GET READY! (here). The … Read more

12 Simple Steps to Organizing Your Financial Life

Check out the new Slideshare presentation from GET READY! 12 simple steps to organizing your financial life. Here’s what it’s about: to reach any goal it’s important that it is achievable and has clear steps. Setting up a financial calendar will help you keep your financial life organized. Having one action step per month will … Read more

Interview with Chris Hall, Founder, EPNavigator

EPNavigator is a simple and affordable way to take care of your basic estate planning needs including powers of attorney, wills and trusts. I am pleased to be able to partner with EPNavigator and offer their unique resource.  Estate Planning is an important financial task that can oftentimes fall to the wayside.  With EPNavigator, you … Read more

Feel like you spent too much over the holidays?

You’re not alone. According to a recent survey, over 3 in 4 Americans worry about going into debt during the holiday season.   That’s why this is the perfect time to hold a family financial meeting. It’s important that you know how to do it right. Below are my tried-and-true tips for how to wrangle the crew … Read more