Have you ever wondered whether or not you’re doing “okay” financially? One good way to take a health-check of your finances is to review your net worth every once in a while. Although net worth is...

Have you ever wondered whether or not you’re doing “okay” financially? One good way to take a health-check of your finances is to review your net worth every once in a while. Although net worth is...
If you own your own small business, there’s no question about it: you’re a go-getter. You’re self-motivated and driven to do big things in your life. You probably don’t wait for anyone to give you...
What kind of compensation do you receive from your employer in exchange for doing your job? You might just say, “my paycheck,” but that’s probably not the only kind of compensation you receive. Your...
You can’t measure what you don’t manage -- and this adage is particularly true when it comes to your personal finances. You need to pay attention to your money if you want to grow your wealth. Part...
Socially responsible investing, or SRI, goes by a lot of names. You can refer to it as “investing ethically.” Or you may call it sustainable investing, or even impact investing. It’s a different...
Financial success starts with creating mindfulness around money. Only when you become aware of your finances can you start to plan -- and only by planning can you get to where you want to go in your...
When meeting with prospects for an initial consultation and with clients for their first meeting, I tend to get the question of “how do we compare to your other clients?” Most people have an image...
If you’ve been following my blog or have read my book, you know how much I dislike fancy financial jargon. Personal finance shouldn’t be complicated and both you and I deserve to have a clear...
Have you ever found yourself doing an internet search for questions about your money? How many times have you asked Google™ how to pay off your debt? Or how much you should be saving? Or what about...
Your Net Worth is your total financial worth – measured in dollars and is something I consider a measure of your financial health. Your net worth represents all of your assets minus any financial...
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