From my desk…

                            … with love,

                                                    ~Sarah

Permission Granted

Permission Granted

If Simone Biles can prioritize her mental and emotional well-being so can I, and so can you. There is a mantra within our culture that idolizes a push through, get the job done at all costs kind of attitude. Don’t slow down, don’t pause, keep moving forward, sacrifice...

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What’s Going Right?

What’s Going Right?

I am back in my office after working from home since March. Being home certainly had its benefits but let's be honest, it can be really hard to feel good about your work when every 20 minutes you’re getting another snack request or having to play referee.    This...

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Coping With Our Current Events

Coping With Our Current Events

Cities, states, and countries across the world are responding to COVID-19 in an attempt to flatten the curve and not overwhelm our medical community and resources. It’s impacting our daily lives and our world wide economy.

I’m experiencing what many of you probably are too:

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Say “Yes” Instead

Say “Yes” Instead

I have trouble saying "no".  And I know I’m not alone in that boat! (Right?) Many of us have trouble saying "no". And while we may be very aware of that and are working to change. The mere thought of having to say "no" for fear of disappointing someone or missing out...

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Can Money Really Buy Happiness?

Can Money Really Buy Happiness?

Good question.  Can money really buy happiness? My automatic response used to be, of course not.  Happiness can't be bought! Then I'd think about it again.  I suppose money can provide opportunities that lead to happiness. Not to mention that if you look around it...

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Are You Exercising Financial Self-Care?

Are You Exercising Financial Self-Care?

We often think of self-care in the fields of health, nutrition, fitness, emotional, spiritual, and mental health but not often do we relate the idea of self-care to our personal financial lives.  Perhaps, it’s time for that to change.  Instead of neglecting and...

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Share Your Retirement Story With Me

Share Your Retirement Story With Me

As traditional pensions decline and other retirement expenses, such as health care, increase, affording retirement has become an even greater challenge.  My work as a financial planner used to be running analysis to best optimize retirement income and improve...

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Cure Your Holiday Spending Hangover With These 2 Steps!

Cure Your Holiday Spending Hangover With These 2 Steps!

Christmas is over.  The hustle and bustle has finally come to an end.   The zillions of parties, events and obligations have finally stopped overcrowding your schedule.  And now the dreaded task of putting all the decorations away is staring you in the face. Not to...

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My Thoughts On Our Top 5 Money Concerns

In a recent USA Today article Top 5 money problems Americans face cited that “living for today”, “ensuring a comfortable lifestyle”, “accumulating too much debt”, and “making poor purchasing and investment decisions” topped the list of financial concerns for survey...

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Help Your Young Adult Become Financially Independent

Help Your Young Adult Become Financially Independent

If you are like Jeff and I, you may find yourselves occasionally (or maybe a little more than occasionally) concerned with whether or not your kids are making good financial decisions.  Are they paying their bills on time?  Are they using credit wisely?  Do they know...

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Better Grab An Umbrella

Better Grab An Umbrella

On the second day of our Disney trip, Jeff and I were headed to Epcot.  It was looking a bit rainy.  Sure enough my weather app confirmed a steady forecast of rain for the day.  On the shuttle ride over, I told Jeff that I thought we ought to grab an umbrella before...

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Life Insurance: How Much Is Enough?

Life Insurance: How Much Is Enough?

It’s one of the first questions that comes to mind for me when I hear of someone dying prematurely.  Did they have life insurance?  Was it enough?  These questions are all fresh in my mind especially, with the recent death my husband’s uncle.  He died as a result of a...

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