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Emotional Balance Sheet with Paul Fenner

Jun 24, 2021

Have you ever wondered what a health coach does?  If you are like me, you may have assumed that a health coach primarily deals with food, nutrition, and eating.  I was wrong.

Cristin Wipfler, a registered dietician and health coach, put it this way, "health coaching is to help you feel your best, and is not a one size...


Jun 17, 2021

For parents, have you ever thought about how your child has made you refocus your own life?  For Dr. Paula Ruffin, an unexpected pregnancy forced her to re-evaluate her own life, which brought her to the brink of bankruptcy as a single mom and business owner. 

While not seeking any empathy for being a single mother...


Jun 10, 2021

What if you had a heart attack, but instead of calling your spouse or partner to get medical attention, your first thought was, "I need to meet with my manager tomorrow; this isn't convenient?"

This is precisely what Jonathan Frostick, an IT lead at HSBC, experienced and explained in a LinkedIn post that went viral.  A...


Jun 3, 2021

Do you know what financial aid optimization is or means?  Or, what about the tax and financial aid implications that taking money out of a retirement account could cause?

In part three of our three-part series focused on our college planning process, we dive deep into the financial aspects of sending your child off to...