I moved to Substack!After some careful thought, I’ve decided to move my writings to substack so they aren’t behind a paywall.Mar 28Mar 28
I’m Doing What Most Parents Are Scared To — Handing My Son a Pile of Cash When He Turns 21.(this article was originally published by the now-defunct NextAdvisor)Jun 5, 2023Jun 5, 2023
I’m a CFP and a Mom. Here’s Why I’m Not Investing in a 529 Plan for My Kid(this article was originally published by the now-defunct NextAdvisor)Jun 5, 2023Jun 5, 2023
Artists are our canaries in the coal mine: for better or worse, they always go in firstAt the beginning of COVID in March 2020, my husband lost three gigs in succession. I started seeing our other artist friends on Facebook…Nov 1, 2021Nov 1, 2021
When your family’s financial emergencies are your financial emergenciesI remember meeting with someone for brunch a few years ago and she shared with me her experience with a financial advisor she recently met…Oct 27, 2021Oct 27, 2021
Including chosen family in your legacy planningWhenever we talk about estate planning in our workshops, we have to remind everyone that estate planning is not just for rich people. I’ve…Oct 24, 2021Oct 24, 2021
It’s probably time to ask for a raise (or raise your rates!)Recently, we did a workshop with General Assembly on our 4th financial stage in our Recipe for Wealth — Financial Independence. We spent a…Oct 17, 2021Oct 17, 2021
It’s not you, it’s the paperwork — Paperwork Anxiety is Real“I avoid dealing with my paperwork. There’s no excuse. I just don’t do it. The thought of having to sift through websites, paper, and sit…Oct 4, 20211Oct 4, 20211
Hard work and education are not enough to lift people out of poverty“It’s gonna take a radical solution. We know that programming, education, income alone is not going to…. close the racial wealth divide.”…Jan 11, 2019Jan 11, 2019
6 facts about money that no one ever talks aboutTwo years ago, we aired our 100th episode of the Brunch & Budget Podcast on Bondfire Radio. In a few months, we’ll be releasing our 200th…Apr 24, 2018Apr 24, 2018
