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When should I take Social Security?
It's much more than a math problem
Jan 14
4
6
1
Recent posts
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Why averages are terrible guides for retirement decisions
Why comparing yourself to benchmarks creates anxiety instead of confidence
Jan 7
4
2
Memorable Quotes About Money and Life
Words that have stuck with me over the years
Dec 31, 2025
4
2
1
Know thyself, then plan thyself
Why contemplation comes before calculation
Dec 24, 2025
2
Your money beliefs: the real story
Separating fear from facts
Dec 17, 2025
2
Why your account balance might be lying to you
What my morning walk taught me about financial planning
Dec 10, 2025
4
Recent client projects - December 2025
A glimpse into what I've been working on lately
Dec 3, 2025
1
Expectations vs. reality: why most advisor relationships fail (and how to fix yours)
How to start off on the right foot with a new advisor (or any service provider)
Nov 26, 2025
2
2
1
You are your own ChatGPT
The entirety of your life is a unique dataset that informs every decision
Nov 19, 2025
4
Beyond the portfolio: Why women need more than investment management
Investments are important, but they're just a part of your retirement planning
Nov 12, 2025
3
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Wealthcare for Women
A weekly email about retirement planning for women
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Recommendations
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Finding Joy
Joy Lere, Psy.D.
Sean of the South
Sean Dietrich
The Brain Reset
Stéphanie Colle-Watillion
Retire on Purpose
Morgan Ranstrom
Between Tables with Mary Beth Storjohann
Mary Beth Storjohann
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