I was talking with Gabriella when she realized there were no role models in her life of women and leadership.    When I heard this statement, it got me thinking about what that must be like for women. There is still plenty of room for me to understand and grow there.   The question of gende...

What does the picture evoke for you?    Helping siblings navigate their relationship with each other is one of the biggest challenges as parents.    Can you imagine these three kids will one day be making decisions about their parent's estate plan and what it means to each of them?    Our s...

Dear Readers,   Today, I will write in a more personal tone than usual. September is a significant month for me, as it may be for you. Up to this point, I have yet to give much thought to Labor Day beyond the fact that it is a federal holiday and typically comes along with signaling the end of ...

Helping couples connect the relationship between grief, growth, and gratitude is not always immediately instinctual. Still, over time, it becomes a way that they can find new levels of financial well-being together.    Take a few minutes to slow down now and reflect on your initial impressions ...

Navigating the intricacies of financial dynamics is challenging at any age. But for senior couples, the stakes are even higher as they grapple with the complexities of retirement, potential health issues, and the intricacies of senior care.  All these aspects can significantly strain relationshi...

As a couple, you have a lot of money flowing through your life. It can take a lot of work to keep track of it all. There is checking accounts, savings accounts, credit card accounts, investment accounts, home loans, estate planning documents, etc. With a hope that it is all leading to increasing ...

When you think about financial wisdom, what comes to mind?    My guess is that you don’t think financial wisdom is connected to your body.   Let this blog post be an invitation to expand your view of financial wisdom to include your body.    Why is this so important for you as an individual...

Money issues, far from just being a matter of numbers and cents, can spark a torrent of mental pressure leading to depression, anxiety, and other psychological complications. The strains can permeate personal relationships, inducing conflicts, fostering resentment, and even severing bonds entirel...

What comes to your mind when you think about financial maturity?    Have you ever heard this word combination?    I hadn’t until about seven years ago. It was when I read George Kinder, The Seven Stages of Money Maturity. His book gave me a new language for understanding our relationship with...

Building wealth together as a couple may be one of your most significant challenges.    Take a minute to notice even your reaction to the word wealth.    What is your reaction to the word wealth?   What is your partner's reaction to the word wealth?    What is the history behind each of y...