A lot of my clients fret over a large one-time expense–a once-in-a-lifetime vacation, a huge home remodel, a fancy electric car–and waste much less angst on their monthly expenses. Turns out, they’ve got it backwards.
Life and Financial Lessons from Two Years of Flow
Flow is two years old today. Starting and growing the firm has been stressful, invigorating, challenging, educational (boy howdy), gratifying, ego-stroking, ego-crushing, and validating.Continue reading
Netflix, Doritos, and How You Can’t Willpower Your Way Through Your Finances.
I am one of about five people in the United States who doesn’t have a Netflix subscription. During the last month, however, I had a free trial. Now that it’s over, I once more have time and brain power to do something other than binge watch Marvel superhero shows and “Dexter.”
The Netflix trial proved to me, yet again, that I have no self-control when it comes to watching screens. Honestly, my behavior in the last month disappointed me. “Surely I should be able to resist! What is wrong with me?” Continue reading
The Not-So-Obvious Benefits of Using a Financial Planner
What should I do with my stock options?
How much house should I buy?
How much should I be saving?
Is this idea crazy?
Why should I hire a professional to manage my money?
Having a professional invest your money is not about beating the market. It’s about beating what you’d do on your own.
Are THESE Robots Better for Women?
Roboadvisors are so 2015. Roboadvisors for women are what all the cool kids are talking about in 2016. Roboadvisors are, at the core, software. So, can this software be designed to serve women better?Continue reading
If Amazon Makes You Spend More, Can These Apps Make You Save More?
We have all become accustomed to frictionless spending. To our detriment. Thank you, Amazon One-click, Prime, and Dash! Continue reading
College Planning… The Early Days. Part 3.
“529s, sure. State-tax deduction, okay. But really, How much should I save?”
Robo-Advisors. Where they shine, and where they don’t.
I love Betterment and Wealthfront. These two companies, among the most popular of the independent “robo advisors,” provide a passively managed, super-low cost,
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