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
Financial Reality Through an Unfiltered Lens: The Honest Instagram
Ever wondered what Instagram would look like if it showed the real financial stories behind those perfect snapshots — the bills, budgets, and sacrifices — and how it could transform our understanding of wealth and financial planning? Read on for more…
Protect Yourself and Others from Social Security-Related Scams
Learn how to identify and protect yourself from prevalent Social Security scams. Discover warning signs, steps to take when faced with a scam, and resources to stay informed.