Insights
Years of writing live on this page, and conversations live on the Emotional Balance Sheet Podcast page. Start with the three questions below. They're the ones families ask me most, and each one pulls together what I've learned. The full archive sits underneath, newest first.
Featured Posts
How to Stay Focused on Your Financial Goals During a Politically Charged Summer
As headlines swirl around new tax legislation and tariffs, investors face a choice: react or remain steady. Here’s why purpose-driven planning still wins.