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
Redefining Retirement: Exploring the Hybrid Retirement Plan
Explore the benefits of a hybrid retirement—a flexible approach to retiring that blends leisure with meaningful part-time work or new ventures. Learn how a hybrid retirement can provide emotional fulfillment, financial stability, and continued engagement in your professional life. Discover tips for creating a customized retirement plan that fits your unique goals and interests
Understanding the Link Between Life Transitions and Financial Planning
Life transitions, whether planned or unexpected, significantly impact emotional and financial well-being. From starting a family to retiring, these shifts bring unique challenges and opportunities. Discover essential insights for thriving through life’s pivotal stages.
