Society of Grownups

"Saving for Retirement: Reflections of a CFP®" - New Article on Society of Grownups Blog

All you really need to know about saving for retirement you learned in kindergarten – through fables, fairy tales, and bedtime stories. But when you’re charting a path through dark, unfamiliar territory, it’s not always easy to distinguish between Grandma and a wolf disguised to look like her.

As a CFP® professional working one-on-one with clients for a decade, I had ample opportunity to witness fairy tales and cautionary tales. In my latest article on Society of Grownups blog, I share 4 key takeaways.

"12 Ways Personal Finance Is Like Riding a Bike" - New Article on Society of Grownups Blog

Managing your money is just like riding a bike. OK, at first glance, it might not seem like these disciplines have much in common.  But it turns out there's a lot to be learned about personal finance from hitting the road or trail on two wheels. Read about it in my new article on

My Car Insurance Grownup Moment: The *Real* Reason I Buy Used - New on Society of Grownups Blog

I was a mere 22 years old.  She -- my black Dodge Charger with red pleather interior -- hadn't even reached her first birthday.  Life was good. Then a rude awakening set the stage for a financial planning lesson I would never forget. Read about it in my new article on the Society of Grownups blog.