Wealth Engagement

03/13/2026

Diamonds Sparkle. Dividends Compound.

NYC last summer I remember when I first got engaged. I loved looking at my diamond ring Two carats. Clear. Beautiful. I felt lucky. I had just started my career on Wall Street, riding the subway every morning as my boss did. After getting married, having babies, a nanny, and a wonderful husband, my....

02/27/2026

Big Magic

As we head into spring break, I had a small breakthrough. Yesterday I presented to the Harvard Business School Women’s Association. They reached out after I posted an article about my career pivot and the lessons I learned along the way. The title of the talk: From Net-Worth to Self-Worth: What Ma...

02/20/2026

I was running along the banks of the Charles River — cold, crunchy snow underfoot, and then a moment of clarity. A turning point: an ending that becomes a new beginning. Read my short reflection and join me in that light. https://wix.to/G9eQfzN

I was running along the banks in Boston, leftover snow crunching under my feet.Cold. Dry. But there was light.I was there on a college tour with Caroline.And something hit me mid-stride:I sometimes feel frozen. This is a turning point. An ending, yes, but also a brand new beginning.Previously, we at...

01/09/2026

Glad my parents divorced

Patio at Beverly Hills High School (1998) Life Yearbook signing. Harsh? Maybe. But hear me out. I recently read ' by Jennette McCurdy — a raw, honest look at trauma, control, and silence behind closed doors. It made me reflect on my own uncomfortable truth. The custody battles. The power struggles...

12/31/2025

Greetings!

Happy New Year!

12/19/2025

Money Lessons from BHHS

Homecoming ( guys dress up as cheerleaders, cheerleaders dress up as football players.) Not rich in money. Rich in perspective. We lived in a crappy apartment in Beverly Hills. Just so my mom could feel rich. Just so I could go to Beverly Hills 90210 While classmates drove BMWs, I walked to school.....

12/12/2025

New Blog Post

(Photo: Henry noticed where my attention was and took one of my 6 CFP books I was reading to pass my Certified Financial Planning exam. ;-) Greenwich → Houston → Atlanta. Each move for Rich's career meant starting over. New city, new schools, zero network. But the real kicker came when Morgan St...

12/05/2025

What Are We Teaching Our Daughters About Money?

In front of Ben Franklin Alexandra recently asked me: “I just don’t know what I need to know about the stock market for my interviews.” My instinct? “I can talk to you about the market!” I was so eager to help—finally a chance to show off decades of experience. She replies, “I already ...

10/31/2025

Creative Detour

Home Coming After months of chasing goals, I had to admit to a friend —I didn’t hit my business target. Not because I wasn’t working, but because I was building my third act. At first, I thought the next chapter was writing another book. But that lesson took a while to set in —I learned I’...

10/24/2025

Looking for the secret to a happy family? Dive into our latest blog where we discuss organizational health for families! Gain insights on how to create a joyful family environment. Read more: https://wix.to/wpsGeLl

On Sat., Feb. 8th, 2014, I gave up my weekend morning to attend a parent education seminar at my daughter’s school — which, honestly, was the last thing I wanted to do with my time. But I went because I was desperately searching for what was missing in my life.The topic was “organizational hea...

09/21/2025

Class of 2026 Senior Photo Challenge.
Day 1 of 10. I was nominated by Chappell. I had to collect a bunch of photos of kiki for her senior ad so now this will be easy to do!!