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Transforming the Financial Feels with Data

Transforming the Financial Feels with Data

“Wow, I feel so much better after looking at this.” “I was really nervous coming into this convo, but this was so helpful.” “I can’t believe that I was so afraid and in 20 minutes I feel like it’s a whole new world!” These quotes...
Busistance

Busistance

People often tell me they’re too busy to work on their finances. After telling me this, they explain why. The details of their busy lives are always different, but I find that the underlying cause is the same—and it’s not actually about being too busy. I’ve...
Transforming the Financial Feels with Data

Couples Conversations: To Merge or Not to Merge

Many couples ask me to prescribe the best solution for their finances when they are starting to cohabitate or are getting married. They want to “get it right” and are hoping to learn a winning strategy. And couples that have had a plan in place for many years often...
Invest in the Life You Want

Invest in the Life You Want

The title of this piece sounds like a typical investing blog lead in. You might expect to read about personal strategies for accumulation, earnings, and growth. But that’s not what this is about! As a matter of fact, I believe that leaving all that to the experts is...
Busistance

The Origin of the IfcomeTM Paradigm

I have been in awe of live theater since I was 7 years old. My uncle took me to see The King and I on Broadway and I was hooked! This passion grew throughout my life, and I have had the good fortune to work with many artists throughout my career. When I first started...