Family

Supply, Demand and the Way Through

For about a week now, most of us have been hunkered down in our little COVID caves under a “social isolation” directive. Some of the rest of you are under strict shelter-in-place orders. Here’s the bottom line: We will get through this. And not in a dystopian, I Am Legend kind of way, though if […]

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Welcome to 2020: Hindsight and Vision

This time of year we often look back over the past 12 months, and as we close out 2019, we also close out a decade. Time goes by in the blink of an eye, and the past ten years are only different in that there has been more change than ever before. That will only be exceeded by […]

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A Mother’s Day Wish List

My mother was a strong and resilient woman, creative and resourceful, quick to help and even quicker to laugh. I adored her.  People often commented that she’d had a hard life, and she always countered that it was full of interesting experiences. I loved the stories she told about her life, but I also wished […]

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Valentine’s Day Planning

If all the pink hearts and chocolates you’ve been seeing in stores since just after Christmas weren’t enough of a giveaway, it’s Valentine’s Day. The first conversational candy hearts were crafted by the New England Confectioners Company in 1866.  Yes, that means we’ve been doing this for over 150 years.  And this year you probably […]

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Blind Spots and Seeing the Whole Picture

I’m a huge movie buff. In a different life, I would have been behind a camera, capturing people’s stories on film. One of the best stories I’ve seen on film is a movie making the festival circuit this year, Blindspotting. Daveed Diggs of Hamilton fame, along with longtime friend, poet and fellow actor Rafael Casal, […]

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Planning in the New Year

You all know I love to plan. The power of planning comes from setting your intention, and taking action to make it happen. It’s about dreaming, but it’s more about doing. Starting a new year is a perfect time to set your intention on how you want to affect the world outside your personal sphere. […]

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Talking Turkey, Talking Trump

This month my book club read Where the Right Went Wrong, E.J. Dionne Jr’s book about conservativism in America, a selection made long before Election Day, and back when we thought we’d be in a different place politically when we met to discuss it. One of our group told us how she was anxious about […]

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Planning in One Page

Colleague and sketch guy extraordinaire, Carl Richards, has a new book called The One-Page Financial Plan. My work is all about organizing, simplifying, and getting clarity around what really matters for you, and a one-page plan sounded awesome. As I often do, I test-drove this process myself and here’s what my One-Page Plan looks like: […]

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When Your Partner Has a Secret Life

In the aftermath of the Boston Marathon bombings, many turned to the dead bomber’s widow for answers. What seems impossible for some to believe is that she knew nothing of her husband’s plans. How could she be so close and not know?  Here, a year later, I can offer my perspective from my own experience. In […]

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Downton Do’s and Don’ts: What Downton Abbey Can Teach You ABout Financial Planning

SPOILER ALERT: If you’re not already watching PBS’ masterpiece series, Downton Abbey, first of all, where have you been? Secondly, you may want to read this after you’re caught up on the travails of the Crawleys and the Granthams through Season Three of the series. In the wealthy world of Downton Abbey in early twentieth […]

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