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CBS Sunday

CBS Sunday Morning – Battle for a Living Wage

I was a part of this recent piece with Erin Moriarty on CBS Sunday Morning, “Battle for a Living Wage.”  (You can catch me around the 5:45 mark). The piece is about the movement to raise the minimum wage to a “living wage” of $15/hour.  My contribution was to take a look at the budget […]

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Saving Clients from Financially Needly Loved Ones

When a client planning a move to a Manhattan co-op apartment asked advisor Sara Stanich if she should buy a two-bedroom rather than a one-bedroom — just in case her son needed a place to crash after graduating college — the answer was clear: no. But Stanich took a slow, nuanced route to that answer that spanned […]

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Naked With Cash – Mid Year Update

As I mentioned here, I am participating in a series of posts called, “Naked with Cash” at a popular blog called It’s been really interesting.  Participants in the series update their net worth monthly, and discuss their current financial activity, concerns and success.  I find these kinds of “real” stories to be helpful – […]

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Naked with Cash … at

I was recently chosen to participate in a series of posts called, “Naked with Cash” at popular blog Participants will “reveal” their financial details on a monthly basis.  Readers and a team of Certified Financial Planner™ practitioners will comment on their progress and hopefully make helpful suggestions. “Team Sara” will include two of the […]

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Echelon Top Blog

Financial Blog Contest: I Made the Top 10!

Wow, my blog finished in the “Top 10” in the 2012 Top Echelon Financial Blog contest!  The contest focused on client focused blogs, written by bloggers at U.S. Financial firms. Here are the winners: Good Financial Cents : Jeff Rose Your Smart Money Moves: Ted Jenkin & Kile Lewis Financially Wise Women: Brittney Castro Blueleaf […]

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Building Financial Confidence (My Video Debut!)

I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at The topic of our discussion was “building financial confidence”.  Karen made the point – which I often find to be true – that many women handle their family’s day to day finances (like balancing […]

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