The Slippery Slope

The Slippery Slope

I have recently come back from two wonderful and memorable family vacations. The vacations made me think about a common saying, “the slippery slope.” This is the concept that once you have already spent so much money, wasted so much time, or eaten way too many sweets,...

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A Great Time To Refinance

A Great Time To Refinance

​It has been a while since I have written a financial planning article but I felt the need to write about refinancing today. Many, if not most of you, may already know this, but it is important for those of you who don’t – right now is an incredible time to refinance...

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“Happy Money” – Conclusions

“Happy Money” – Conclusions

The book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton is right up my alley. I am all about living a happier life yet money is often blamed and viewed as an obstacle of happiness. I love to learn about and help other people to live...

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A Poem: “The Invitation”

A Poem: “The Invitation”

I am taking an online class through the Modern Elder Academy (www.modernelderacademy.com), called “Navigating Midlife Transitions.”  I am really enjoying it. I feel like I miraculously stumbled upon this class. I knew I wanted to take a class this year and learn...

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Erin Flood’s Legacy

Erin Flood’s Legacy

Erin Flood is a teacher at heart. She also loves being a caretaker. I got to know of Erin through my sister-in-law and Facebook. I know that often we are attracted to people similar to ourselves. I feel a strong affinity for Erin and what she talks about on her...

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My Theme for 2023

My Theme for 2023

Each year I choose a word or theme for the year. To learn more about the background of this annual exercise please click here. Part of me wants to keep the same theme as last year - Notice and Create Joy (when(ever) possible)”. I truly want to find and appreciate more...

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“Tranquility By Tuesday” (Part 2)

“Tranquility By Tuesday” (Part 2)

My theme for 2022 is: “Notice and Create Joy (when(ever) possible)”.  Two of Laura Vanderkam’s rules from Tranquility by Tuesday: 9 Ways to Calm the Chaos and Make Time for What Matters relate to my theme for 2022: 6. One big adventure, one little adventure. Each...

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Living Your Legacy: Dr. Bob Eng, CFA

Living Your Legacy: Dr. Bob Eng, CFA

Dr. Bob Eng is a small, thin wise-looking Asian American who goes running every day. He waves at the people he sees running and thinks “Hey, you are not invisible to me.” That is an important part of Bob’s legacy. He wants to make sure that everyone feels seen. He...

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Clarity

Clarity

I feel like I am still (always?) trying to figure out what I want to be when I grow up. Does anyone else feel this way? Part of me feels like this is a good thing and should always be true if we want to keep learning and growing and discovering new things. Another...

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