Cultivating Wealth Blog
Tips and ideas to simplify your financial life
Why I Became a Financial Advisor
While getting a master’s degree in Economics, I realized I wanted a more applied career than becoming a Ph.D. and a professor. Finance is the intersection of Economics and Psychology, and fascinates me endlessly. After completing that degree, I spent fifteen years as...
How to Choose Your New Health Insurance Plan at Work
It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus on you, the employee, to manage your costs and set aside money to pay for health care...
Executive Benefits You Can Ask for in Your Next Job
Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is the best way to break out of the...
Three Steps to Making Smarter College Money Decisions
Why Making Smart College Money Choices Is More Complicated Now – And 3 Steps to Help Colleges and universities abruptly closed this spring and sent students home. The impact of the coronavirus threw college life and new student...
We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the corner,...
Quarantine Finance Webinar – What To Do Now
UPDATE - VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008...
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