An investment in knowledge pays the best interest”….. Benjamin Franklin


Episode 2 – Tax Law Change w/Denise Neason, CPA.

In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare

Episode 3 – Property Insurance Basics

Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan.

Episode 4 – Understanding Estate Planning

Estate planning is important for everyone, regardless of your wealth or standing in life. In this episode we talk with Attorney Michael Frisbie from Weber, Kracht and Chellew and the documents everyone should have as part of the estate plan.

Episode 5 – Working with a College Coach

College planning is one of the most common goals our clients come to us seeking guidance and advice.   In this Episode we speak with Jake Rosen from Launchpad Coaching on the role a college coach can play in your college planning and search,  along with other...


Widow and Wisdom-The Art of Listening

I am a Grief Recovery Specialist, which means that I have been extensively trained in a program called the Grief Recovery Method® to help those process a loss in their lives.  The loss does not have to simply be from the death of a spouse or loved one, it can be from...

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You Had One Job

One of my favorite follows on Twitter is the ‘You Had One Job’ account. The expression, of course, is used to describe missteps by those who simply had one thing to do and yet were unable to do it. Some of the recent posts include the box labeled limes, yet filled...

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Widow and Wisdom – I Married Rich

My mother was not even 21 when she married my Dad.  He was a Philadelphia Firefighter, an immigrant, not wealthy by cultural standards. He did have a Corvette, which he traded in to buy their first house.  He also had a stable job with predictable income, benefits and...

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Toothpaste, Sunscreen and Retirement

Recently I completed a book by author Charles Duhigg titled “The Power of Habit” ( Duhigg,2012). It was an interesting read about the structure and building blocks of habits and how our brain responds, both positively and negatively.  One interesting discussion was...

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Widow and Wisdom-And Women

As I write today the date is March 8th and it is a special day!  Did I know how special when I woke up this morning?  Nope. The day started early, wake up at 4:30 a.m. to take care of the pets and get a work out in on my basement elliptical while watching my...

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The Courage to Underperform

This was the title of an article I read many years ago by Nick Murray. Nick is a financial expert and author of many books for the financial advisory business. The headline caught my attention and the recent performance of the markets reminded me of his piece. He...

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Widow and Wisdom -Decisions Under Pressure

Today is the four-year anniversary of my husband Greg’s sudden passing.  As I sit here writing I reflect back on what had to be done in the hours after his death.  The biggest decision was how do I tell the kids that their Dad is gone.   What words do you choose for...

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