Financial Transitions

Joke: How do you lose 220 lbs in 2023 without diet and exercise?  Divorce him! Right up there with losing some weight, getting a divorce is high on the New Years Resolution list for many. Is it [...]

I talk about financial freedom all the time. But- what does financial freedom really look like? Well- for me, it looks like this: A view of the ancient city of Toledo, Spain, spread out like a [...]

Did you know that September 16 is National Stepfamily Day? We prefer the term “Blended Families’, rather than conjuring up Cinderella’s wicked stepmother, or the wicked queen of Snow White fame. [...]

If your divorce has become final during 2020, there are some important points to be aware of, and to discuss with your CPA or tax preparer, before April 15 comes around again (or May 17th this [...]

You know, we spend a lot of time in the early part of the New Year thinking about our goals and what we want to accomplish in 2021: Take on a dream Move out of an unfulfilling relationship Lose [...]

So you’ve tackled your “now.”  What’s next? The next step is to start planning what the future looks like. Talk about what you each see and expect out of the next few decades. How do you want to [...]

I hope you’ve enjoyed this exploration of love and money so far.  Challenging, but so rewarding! Now that you’ve opened up about money with each other, it’s time to take a closer look. If you [...]

How we manage money has a lot to do with the ‘noise in the background’- beliefs and feelings about money that we have absorbed from our families, our culture and experiences.  These attitudes can [...]

Talking about money may not be the first thing you think of as Valentine’s Day rolls around.  But consider- the primary cause of divorce isn’t what you think (although sex is a close second)- [...]

Whether you are into making New Year’s Resolutions or not, I know you have expectations for 2020. I call it, A Year of Seeing Clearly.    Especially if things aren’t working out in your marriage, [...]