Wednesday, February 27, 2013

Money and Regret, "If Only I Had…"

In my role as a financial advisor, I see a lot of people paralyzed by financial choices. I am fascinated by how people make decisions. I’ve concluded that our financial decisions are influenced more by our emotions than most of us would like to admit. Today we’ll examine the ways in which regret, a most powerful emotion, affects decision-making.

Monday, February 18, 2013

Dollars & Sense Event-How We Make Financial Decisions, Marin County

I'm doing a workshop on how we make choices with our money.
When: Tuesday March 19th, 11:30 am to 1:00 pm.
Where: San Rafael Corporate Center, Tam Conference Room
It is a Free "Brown Bag" Lunch event...
Stacie Strassberg of FirstCal Mortgage is hosting and I'm facilitating the workshop.
Come join us for an engaging and interactive look into how we make choices with money.
Check out the flyer here. Or sign up directly here.

Monday, February 11, 2013

The Video Version of "When Should I Seek Help?"

When Should I Seek Help From A Financial Planner?

Here are three situations where the advice of a professional would be of great value: you want to retire within the next ten years, you have gone through a divorce or have inherited money.

Issues around retirement include the questions, “Can I afford to retire?” “How much do I need to retire?” and, “Will I run out of money?” Tracking spending, saving, investing and managing risks form the basis of retirement planning. To some extent, people can do many of these things themselves. Professional help is appropriate when

Tuesday, February 5, 2013

Roasted Brussels Sprouts!

Brussels sprouts are not one of those vegetables that I think about and say, “I sure have missed these since last year!” I might say that of tomatoes or spring garlic, but not Brussels sprouts. That being said, I do like the challenge of making them into something delicious! I need strong flavors around these things to really enjoy them. Roasting seems to improve their flavor. Here is a simple way to make tasty sprouts!