The Financial Confidant

The Financial Confidant

“And how is his spirit?” I asked.   “Oh…” Silence.   Tears began seeping from her eyes. “I’m sorry. It’s been really difficult lately between us.”   She found herself in my office with a straight-forward agenda: An investment account and her spouse’s...
What Your Groceries Say About Your Values

What Your Groceries Say About Your Values

“I’m just not good at money decisions. My brain doesn’t think that way.” (I hear this so often) Oh YES, you are. And your brain DOES think that way. And now I’ll prove why…. . So. I’m standing in aisle 10 and I’ve got three bottles of ketchup in my hand. The...
Lessons from a Lemonade Stand

Lessons from a Lemonade Stand

On a hot summer’s day at age 8, I would cruise on my 1-speed bike around our Lexington, Kentucky neighborhood with my two best friends: Rachel and Alice. And then that sweet jingle could be heard faintly in the distance… I C E   C R E A M   T R U C K! We pedaled as...