Financial Clarity Starts Here

Practical tips and expert insights to help you make informed financial decisions during life’s transitions.
A yellow color train running at the platform

Lessons Learned from a Train Fine

Life is full of choices, both big and small, that we make every day. Often, we find ourselves making decisions without fully understanding the potential consequences. My recent trip to Denmark served as a stark reminder of how impulsive decisions, even seemingly insignificant ones, can lead to unforeseen complications and

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Elderly woman experiencing grief and being supported by younger woman

Grieving and Moving on Financially

One of the most bittersweet components of my day is helping clients that have recently lost a spouse or partner. When someone loses their spouse, they require support from various sources to help them cope with the emotional, practical, and logistical challenges they may face. Providing support and assistance to

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Hand between two wooden people

Mediation – Take Control of Your Divorce

There are many ways to be represented in a divorce. Representing yourself, traditional attorney to attorney, and mediation. Each choice will vary on your unique circumstances. As a CDFA(Certified Divorce Financial Analyst) , I help couples through the financial aspects of a divorce. Mediation in divorce offers several benefits for

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A locker coming out of a laptop screen

Spring Cleaning the Digital Way

In today’s world, digital files have become an integral part of our lives. From important documents to memorable photos, we store everything on our devices. However, with the increasing usage of digital files, clutter and disorganization have become a common problem. Cleaning up digital files is essential to maintain a

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Making Lemonades Out of Lemons

Making Lemonade

When the market is down and your investments are losing money, your financial health feels like it is spinning out of control. Take control back, here are some ideas for how to make lemonade from a basket of lemons. Recognize losses- don’t forget they can be carried forward if you

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A Pink Flower with a Quote Image

Chapters in Life

I found this quote especially helpful when working with clients that are in a chapter of their story that is hectic, unfortunate, busy, or just not their favorite chapter. Here are a couple of suggestions I give clients to help them move to the next chapter.  So important to allow

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A Line Graph with an Arrow Pointing Downwards Image

Surviving a Bear Market

Most headlines have some type of reference to market volatility, how to survive, what you should do in a “down market”. Reading the paper everyday is depressing and if you follow the headlines you feel as if you should be doing something.  Volatility is tough, here are a few simple

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A Woman Full of Questions in Mind Image

Decisions, Decisions, Decisions

Day of DecisionsEvery day we are faced with a host of decisions. In the first hour of the day, hundreds of decisions hit us. What clothes to wear, what to eat for breakfast, do the kids need lunch, who is responsible for the carpool and on and on… We also

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