Meg’s Musings: Managing Your Finances Is Hard.
Sometimes Meg’s Musings are just a random collection of thoughts I’ve had, without a unifying theme. Other times, I intentionally sort through my musings (which yes! I write down when
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Save Up for Big Expenses Ahead of Time. It Forces You to Prioritize Your Goals.
This last March, I took my family on a trip to Europe (London and Paris), a trip that I’d first envisioned in January 2020. Enter pandemic, recovery from pandemic, negotiation
How Much Can You Safely Spend from Your Investments?…for the Young and Financially Independent
You have millions of dollars. You’re 40ish years old. You’re financially independent. At least, you think you are. But that all depends on not taking too much money out of
Reflections on 8 Years of Flow
I ended my reflections on my seventh year in business with this: I am excited to slow down. I am excited to not grind. I am excited to focus on
What is Financial Planning? A Few Analogies to Help You Understand
What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
How I Created My Own Charitable Giving Plan: The Final Installation (Probably)
Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was!
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Save Up for Big Expenses Ahead of Time. It Forces You to Prioritize Your Goals.
June 26, 2024
How Much Can You Safely Spend from Your Investments?…for the Young and Financially Independent
May 29, 2024
How I Created My Own Charitable Giving Plan: The Final Installation (Probably)
April 10, 2024
I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?
February 28, 2024
Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?
February 14, 2024
You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.
January 31, 2024
Having Children with Your Unmarried Partner: How to Protect Yourself and Your Children
November 8, 2023