In The Media.
Here are some of my ideas and insights on financial management, longevity planning, and navigating our multi-generational reality.
Explore a curated selection of podcasts and articles
Podcasts &
Articles
From the Triple-decker Club Sandwich Generation, to The Year of Not Saving, to Thinking Thanatologically, I have a lot to say about being not young and not done! Here are some of the opportunities I’ve had to teach women how to stress less and gain more financial confidence.
Featured
Blogs &
Posts
Here is a selection of blog posts that delve into money, aging, financial instruments, family dynamics, and whatever else I’m thinking about. Read about best practices, tools, and Hurricane Jackie (Mom) who’s still rockin’ it at almost 98.

Now Available:
Wish, Want, Will Workbook.
The Wish/Want/Will exercise is a combination of coaching exercises I’ve been doing for more than two decades. It’s built using parts of concepts and exercises from several sources, as well as some “homegrown” ideas I’ve used with clients I’ve coached through the years. At its core, the Wish/Want/Will exercise is about getting in touch with what we want to accomplish versus what we say we want to accomplish.
This workbook will guide you through using each of the sections: Wish, Want and Will. These sections represent the wishes you make to the Universe, the plans you put into place to work toward achieving those wishes, and the sacrifices you are willing to make in pursuit of them to ensure your success.