Sierra and Steve welcomed a baby boy, Emery Preston, on December 18, 2017! My first thought was we need to open a 529 plan! Just kidding. My first thought was Mama and baby are healthy! Then I thought about the 529 plan. Basics of the 529 Plan A 529 plan, also known as qualified a […]
The wedding budget update is complete! Sierra prepared a budget very soon after getting engaged and adjusted it regularly. Her vendors have been paid and she is settling into married life. I asked her how her budget looked post-wedding. Did you go over your wedding budget? Unfortunately, yes. I think we ended up spending closer […]
Mother Daughter Money was conceived in November 2015. I had become interested in financial therapy, behavioral economics, and personal finance. As I was walking one morning, I was thinking about how to add financial therapy and coaching services to my psychology practice. I was also thinking about conversations with Sierra as she was planning her […]
My office is located at the corner of Greenwood Avenue and Old Lackawanna Trail, near Summit Square. The building has a stone front and parking in front of the building. My office is next to Finn Chiropractic Center. Ample parking is available via the entrance from Old Lackawanna Trail.