Don’t Delegate Your Wisdom—Bring It to the Table
Too many women are quietly deferring their own wisdom. They’re handing the reins to someone else—an advisor, a spouse, a spreadsheet—because they don’t feel confident.
Here’s what I want you to hear today: You are the most qualified person to lead your plan.
Not because you know all the answers. But because you know what matters.
Your Lived Experience Is the Missing Asset
I’ve seen women reclaim control at 60 and thrive. I’ve seen women wait until it’s too late.
You don’t need permission to lead your plan. But you do need support.
Your plan should reflect:
Your values
Your real risks (not just statistical ones)
Your boundaries, especially around caregiving
This is what wisdom-driven planning looks like. It’s not fast. It’s not flashy. But it holds.
What Have You Been Putting Off?
What decision have you been putting off because someone else "knows more"?
That’s the moment to reclaim. That’s the door to walk through.
And if you need a chair at the table, pull one up. There’s room here for your story—and your wisdom.
Let’s Build a Plan That Holds Up—and Holds You.
If you’ve been waiting for a sign to take the next step, this is it.
Schedule a free call with me, and let’s talk about what your plan could look like when it’s grounded in what you know, not what someone else assumes.
No jargon. No pressure. Just a real conversation about what matters most—to you.
Click here to book your call. Let’s build something that actually fits your life.
HOMESCHOOLING: Haven or Havoc?
Your child's school years are precious and fleeting.
Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.
2 Major Mistakes
Which one will you make?
Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.
You won't know for sure which mistake will work out better for you until it's too late.
How to choose?
Finding the Will
(Part 1)
Part 1: Have the will to arrange for a smooth transition when you’re no longer around to answer questions
Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)
Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.
Finding the Will
(Part 2)
Part 2: Getting Organized
While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:
- re-using passwords for multiple logins, or
- use simple, easy to remember passwords, or
- writing them on sticky notes placed on their monitor or under their keyboard, or
- keeping them in a spreadsheet on their computer, or
- letting their browser remember passwords for them
Embrace Your Clarence
Is Clarence your future?
Golden insight from a golden retriever.
Post-Pandemic W.E.L.L.ness
Working, Earning, Learning, and Launching to Thrive
Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.
Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.
Prenuptial Adulting
Equip Them for Happily Ever After
“Mom, Dad, we’re getting married!"
“Wonderful, congratulations! Here’s what you both need to do first.”
Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.
Many of the following steps also apply to one’s turning 18 years old. Becoming engaged adds urgency and a deadline.
Rethinking Competing Funds for College and Retirement
We live in a time of skyrocketing inflation topping decades of unbridled higher education costs.
Is the tension between funding your retirement and funding (at least partially) your children’s college education keeping you up at night?
You’re not alone.
Married? Is Your Endgame 100% or Just 50%?
Are you single? That other 50% could be whoever is most important to you.
Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another irreversible decision.
Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple:
