Retired stockbroker, Certified Financial Planner, licensed accountant, U.S. Treasury bank examiner and insurance professional.
Sep 16, 2026
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1 min read
Sep 9, 2026
2 min read
Sometimes the question we ask isn't the question we really need answered.
Sep 2, 2026
Aug 26, 2026
THE QUESTION BEFORE THE ANSWER
Aug 19, 2026
LEARNING TO ASK BETTER QUESTIONS
Aug 12, 2026
What Do You Do With What You've Learned?
Aug 5, 2026
THE STORY BEHIND THE STORY.
Jul 29, 2026
EVERY FINANCIAL DECISION HAS A BACKSTORY.
Jul 22, 2026
WHY TWO INTELLIGENT PEOPLE CAN MAKE COMPLETELY DIFFERENT FINANCIAL DECISIONS.
Jul 15, 2026
WHY SMART PEOPLE MAKE FINANCIAL DECISIONS THEY LATER REGRET
Jul 8, 2026
THE THREE QUESTIONS
Jul 1, 2026
THE DRAWER SHE COULDN'T OPEN
Jun 24, 2026
WHAT REALLY MATTERS
Jun 17, 2026
THE COST OF WAITING
Jun 10, 2026
THE POWER OF KNOWING
Jun 3, 2026
The First Step Forward
May 27, 2026
THE PRESSURE TO LOOK FINANCIALLY FINE
May 21, 2026
THE FEAR OF GETTING IT WRONG
May 20, 2026
3 min read
May 13, 2026
TIMEFRAMES
May 6, 2026
EXPECTATIONS
Apr 29, 2026
CONFIDENCE
Apr 22, 2026
DECISIONS
Apr 15, 2026
BEHAVIOR
Apr 8, 2026
CASH
