April 2026
Pixar Movies – Toy Story – You’ve Got a Friend in Me
As I was about to finish the Toy Story part of this series, I heard the theme song for Toy Story on the radio. The song[...]
Pixar Movies – Toy Story – Andy’s Mom
Have you ever thought about the parents in Toy Story? We see Andy’s mom (Ms. Davis is her name by the way.) Not a lot of[...]
Pixar Movies – Jessie vs. Bo-Peep
I love Jessie and Bo-Peep in Toy Story…as the “love interests” of Buzz and Woody respectively. They are also two different “women” with different strengths, identity[...]
March 2026
Pixar Movies – Buzz vs Woody
I want to start off this series talking about the one that started it all, Toy Story. There are so many themes in Toy Story but[...]
Pixar Movies
Everyone knows what a Disney fan I am…but I am also a Pixar movie fan and this summer with the release of Toy Story 5, Pixar[...]
Happiness – Part 6 – That’s A Wrap
Over the past 5 weeks, I have detailed the 5 lessons that Will Smith learns in Episode 4 of his Pole to Pole documentary. This episode[...]
Happiness – Part 5 (Surrender)
My husband and I love to watch a good documentary at night and recently we have been watching Pole to Pole with Will Smith (National Geographic.) [...]
Happiness – Part 4 (Connection)
My husband and I love to watch a good documentary at night and recently we have been watching Pole to Pole with Will Smith (National Geographic.) [...]
February 2026
Happiness – Part 3 (Meaning)
My husband and I love to watch a good documentary at night and recently we have been watching Pole to Pole with Will Smith (National Geographic.) [...]
Happiness – Part 2 (Stress)
My husband and I love to watch a good documentary at night and recently we have been watching Pole to Pole with Will Smith (National Geographic.) [...]
Happiness – Part 1 (Pleasure)
My husband and I love to watch a good documentary at night and recently we have been watching Pole to Pole with Will Smith (National Geographic.) [...]
January 2026
Steps to a Better Year…and a Better You – Part 4
What do you really want to do, pivot away from or start over with? If there is something, I would encourage you to “purpose your passion”. [...]
Steps to a Better Year…and a Better You – Part 3
When is the last time you said goodbye? Maybe it was this morning before you left the house or maybe…you need to say goodbye to something[...]
Steps to a Better Year…and a Better You – Part 2
Let’s talk this week about self-awareness. Self-awareness is realizing that there is no opponent – you’re fighting against yourself. But you need to be self-aware so[...]
Steps to a Better Year…and a Better You – Part 1
As I was reflecting the past few days as we entered 2026 and writing my next blogs/articles, I came across the things that we should all[...]
December 2025
New Year…what are you thinking?
WOW…I can’t believe that 2025 is over and that we almost in 2026! Whenever a New Year comes around, I like to reflect on the past[...]
Happy Holidays!
I LOVE pretty much all Christmas Movies! But one of my favorite stories is the story of A Christmas Carol. Did you know that this was[...]
Women Supporting Women – Feedback
I found out recently about a situation that happened to a friend of mine. Have you ever had someone put in writing negative comments about[...]
Women Supporting Women – We Want to be Liked
We all want to be liked; it is truly a fundamental aspect of human nature. The need to be liked is deeply rooted in our[...]
Women Supporting Women – Actions speak louder than words
I have been known to say to someone that your "actions speak louder than words.” I had a friend say congratulations to me about something[...]
November 2025
Women Supporting Women – True Authenticity
Last week, I touched on the topic of authenticity, and if you know me, you know I could go on about it! Have you ever[...]
Women Supporting Women – Should I be Silent?
I'm excited to kick off this new series on "Women Supporting Women," which holds a special significance for me due to some personal experiences over[...]
Women Supporting Women
Instead of a newsletter, last week I put a poll out on LinkedIn about “Women Supporting Women” and would like to share the results. The[...]
October 2025
Random Thoughts – Clear Intentions
Do you know what you want? Have you really thought about it? The more specific you are with what you want, that career goal, that[...]
Random Thoughts – Support
Last week I talked about breast cancer and how it changed me. I talked about support, but I want to spend more time this week[...]
Random Thoughts – Breast Cancer
Over the past several years, I have been very open about my breast cancer journey in 2015. I can’t believe that it has been over[...]
September 2025
Random Thoughts – Marriage
Peter and I are about to celebrate our anniversary. Whenever I get to another anniversary, I am always thankful but more than that, I think[...]
Random Thoughts – Do You Plan? ( Part 2)
So last week we talked about taking the time to plan and reflect at least quarterly. So let’s talk about some of the other things[...]
Random Thoughts – Do You Plan?
We are getting close to the end of the quarter and then just have one more quarter in 2025, so let’s take a review of[...]
Random Thoughts – Your Bloom
“The bloom may be brief, but the memory of its beauty will last a lifetime.” – Doe Zantamata I love flowers…every kind of flower in[...]
Random Thoughts – The Fire
Last week we talked about climbing the mountain but what about that fire? Why do you always feel like you are putting out a fire? [...]
August 2025
Random Thoughts – The Mountain
Did you ever feel like you were continually climbing a mountain? That your life has challenges and obstacles and you can never reach the peak[...]
Random Thoughts – SWAY-isms
During this year’s #SWAYLIVE, there were a lot of speakers that had a LOT of amazing quotes. Quotes to bring home their message and really[...]
Random Thoughts – Do You Sway?
For the 3rd year in a row, my friend Sheri Fitts has run an amazing event (I can’t even call it a conference) and I[...]
Random Thoughts – The Music in Me
I LOVE music…I love to listen, dance and even sing! Music plays in our house all day long… I love having it in the background[...]
July 2025
Greek Thoughts – The Trojan War
Let me start this post by telling you the story of the Trojan War. Three goddesses, Hera, Athena and Aphrodite quarreled over which of them[...]
Greek Thoughts – Athena and the Owl
The Owl is a significant figure in ancient Greek culture as it relates to wisdom and knowledge. The Owl is also closely linked to Athena[...]
Greek Thoughts – Women of the World
It is always a reminder to me when I travel to Europe about the role that women played in ancient worlds. When visiting Italy several[...]
Greek Thoughts – Evil Eye
I traveled a LOT in June (only 9 days at home to be exact)! And while traveling in Greece, I came across so many things[...]
Your Brand: Brand Remembrance
For my final post about my brand, I want to talk about how I want my brand to be remembered. My target audience are young(er)[...]
June 2025
Your Brand: Brand Audience
I have talked about the style, values and personality of my brand but who is my audience? How are they interacting with my brand? How[...]
Your Brand: Brand Style
It seems kind of funny that my brand may also have a style. When I think of style I often think of fashion. But I[...]
Your Brand: Brand Values
Last week we talked about the personality of my brand but now we need to talk about the values that your brand has. Think about[...]
Your Brand: Brand Personality
When I think about who I am, my brand always comes into play. So, I thought we could spend a few weeks talking and thinking[...]
May 2025
Random Thoughts – Feel Good
I don’t know about you, but I have a closet FULL of clothes…some of which I never wear. When I was recently at a conference,[...]
Random Thoughts – Support Each Other
I was recently attending an industry conference and was talking to a friend. Not someone I know really well, but someone that I see a[...]
Random Thoughts – The Seahorse
I like making comparisons to flowers and their blooms along with butterflies as it relates to our lives and careers (see my prior posts). But[...]
Random Thoughts – The Butterfly
Continuing my thoughts about spring, we visited the Butterfly Pavilion at Disney World that is part of the flower and garden show. The Butterfly is[...]
April 2025
Random Thoughts – In Bloom
So now that flower bud that we talked about last week turns into that beautiful bloom. The bud opens its petals to the world and[...]
Random Thoughts – About to Bloom
It is spring in the desert, and I just love the blooms on the cacti at this time of year. It also seems that these[...]
Natural Things (Flowers, Waterfalls, Turtles)
For my final post about Hawaii, if you have never been there, I can assure you that it is a beautiful place. There are beautiful[...]
An Island
When flying between the Big Island and Oahu when we were visiting Hawaii a few weeks ago, I got this incredible picture of Kaho‘olawe - an[...]
The Volcano
Did you ever feel like a volcano? About to erupt at any moment? On our recent trip to Hawaii, we actually got to see Kilauea[...]
March 2025
Hawaii Culture
You might have seen my LinkedIn posts that I spent a week in Hawaii a few weeks ago. Since this series is about my Random[...]
I Am Not Okay
I love the song “I Am Not Okay” by Jelly Roll, it starts by talking about how he is barely getting by and how he[...]
Leadership Traits
One of my favorite topics to write about and talk about is leadership. Exhibiting great leadership qualities can help you excel in your career and[...]
Accelerate Action
In this week’s Random Thoughts, I felt the need to write about Accelerate Action which is the theme for International Women’s Day which is coming[...]
February 2025
Random Thoughts – What should I write about?
I just finished an amazing series about Disney Princesses (about 18 weeks worth of princesses to be exact)! I had so many of you reach[...]
Why I love Disney – What have we learned from the Disney Princesses?
So I know that I did not cover every Disney Princess in this series and as well there are several Disney characters that are not[...]
Why I love Disney – Minnie Mouse
In my final princess post about Why I Love Disney, I want to talk about Minnie Mouse. Minnie is not considered a princess by Disney[...]
Why I love Disney – Miss Piggy
So yes, this is my Why I Love Disney series and it may seem weird to talk about Miss Piggy but the Muppets became part of[...]
January 2025
Why I love Disney – Tinkerbell
So, in this week’s Why I Love Disney, I am going to talk about Tinkerbell. First of all, she is not actually a princess but[...]
Why I love Disney – Elsa & Anna (2013)
Elsa and Anna are princesses of the Kingdom of Arendelle. They are not listed as a part of the official Disney Princess Franchise. However, I[...]
NIPA Leadership Above & Beyond Award
Thank you to the National Institute of Pension Administrators (NIPA) for presenting me with the NIPA Leadership Above & Beyond Award at the NIPA BMC[...]
Why I love Disney – Moana (2016)
Moana is the daughter of Chief Tui who expects his daughter to take control of the island in the future. However, she is the one[...]
Why I love Disney – Merida (2012)
Merida is actually a Pixar princess who lives in Medieval Scotland. She is a free-spirited and fiery young woman who dislikes her princess duties, loves to[...]
December 2024
Why I Love the New Year – Theresa’s Version
I am continuing the break from my Why I Love Disney series this week, but I promise that it will continue next week! So, let’s[...]
Why I Love Christmas – Theresa’s Version
So as a quick break from our Why I Love Disney series, I thought I would write about why I LOVE Christmas!! For me there[...]
Why I love Disney – Rapunzel (2010)
Rapunzel is a princess who is stuck in a tower for years, then escapes the tower against her mother’s wishes with the help of an outlaw[...]
Why I love Disney – Tiana (2009)
Tiana is an independent waitress living in New Orleans in the 1920s who ends up finding a frog that is said to be a cursed[...]
Why I love Disney – Mulan (1998)
There may be some debate if Mulan is really a princess, she is a Chinese warrior who goes to war to protect her father. But[...]
November 2024
Why I love Disney – Pocahontas (1995)
Pocahontas is based on a royal legend and is a Native American “princess” which is not necessarily the typical royal family. This is story is[...]
Why I love Disney – Jasmine (1992)
To me, Jasmine is a different kind of princess. Jasmine is the first to represent a non-Western culture as the Princess of the Agrabah and[...]
Why I love Disney – Belle (1991)
Belle is the second princess of the Renaissance era. The story of the Belle (Beauty and the Beast) is adapted from a French fairy tale. [...]
Why I love Disney – Ariel (1989)
The first princess of the Disney Renaissance era, Ariel has also been part of the Disney Princess franchise officially since its creation. Ariel is the[...]
October 2024
Why I love Disney – Aurora/Sleeping Beauty (1959)
Sleeping Beauty is how we all know her, but her real name is Aurora. Sleeping Beauty sleeps through most of the movie but is also[...]
Why I love Disney – Cinderella
The second “official” princess on the list is Cinderella. This is definitely one of the great classic Princesses of all time (and my favorite). Cinderella[...]
Why I love Disney – Snow White
We will start with Snow White who was the first “official” princess on the list. Snow White forever remains a classic with her befriending the dwarves, being[...]
Why I love Disney
I am starting this new series about what we can learn from Disney Princesses but before I get to that I want to talk about[...]
Leadership Potential
As we talk about leadership, we need to consider what we want for ourselves as a leader. So here are some ideas to think about. [...]
September 2024
Leadership Listening
I don’t know about you, but sometimes I don’t listen (my husband would confirm)! But as a leader, we need to LISTEN! In fact, we[...]
Leadership & Your Team
As we talk about leadership, we should also talk about our teams. What are some of the things we need to consider when we talk[...]
Leadership Mindset
Last week we talked about our leadership identity…but what about our mindset? In order to really be successful in leadership (and leadership training) we need[...]
Leadership Identity
You are a leader…but what is your real identity? In my opining, leadership identity is how I view myself as a leader. It encompasses my[...]
August 2024
Leadership Importance
Leadership…we all know that it is important but WHY is it important and what does it really mean? Being a leader may be one of[...]
BE KIND
I would hope that many people would say that I am kind. I often smile at people, provide encouragement or let them borrow something which[...]
July 2024
BE YOUR CHAMPION
How can we become a Champion? And I am not talking a champion in the athletic sense of the word but instead being a champion[...]
BE REALISTIC
We all have had that time (and probably many times) when we were un-realistic with ourselves. It is also proven that negative and unrealistic thoughts[...]
BE GRATEFUL
We are all grateful for so many things in life…but sometimes life gets in the way of our gratitude. How do we learn to live[...]
BE INTENTIONAL
Let’s talk this week about being INTENTIONAL! There are so many pieces of intentionality when we talk about ourselves. One of the biggest pieces of[...]
BE DISCIPLINED
Last week I talked about how to be present…but how do we manage that when we have so many things on our to-do list and[...]
June 2024
BE PRESENT
We all are in the world where we have a LOT of things going on and often, we are overwhelmed with our “to do” list! [...]
BE PURPOSEFUL
This spring I went to a lot of conferences. I love going to conferences to not only keep me up to date on new things[...]
Management and Leadership #3 – Value To Staff
We talked about adding and communicating value to our clients but now let’s talk about value for our staff. McKinsey recently published a survey of[...]
May 2024
Management and Leadership #2 – Measuring Value To Clients
Last time we talked about the value they can see and that we provide. But what about the value that they can’t see or measure? [...]
Management and Leadership #1 – Value
When we run a practice there are so many things that we always need to think about today, but we also need to continually think[...]
March 2024
Barbie – A Woman Has Choices
Welcome to my final post for Women’s History Month! This month is a celebration of women’s accomplishments, the significant personal and societal roles they have[...]
Barbie – Ruth As A Woman In A Man’s World
Welcome to my third post for Women’s History Month! This month is a celebration of women’s accomplishments, the significant personal and societal roles they have[...]
Barbie – Ruth’s Story
Welcome to my second post for Women’s History Month! This month is a celebration of women’s accomplishments, the significant personal and societal roles they have[...]
Barbie??? ME?????
Welcome to Women’s History Month! This month is a celebration of women’s accomplishments, the significant personal and societal roles they have always played and how[...]
Know Yourself – Finding a Guide
I can tell you that many years ago I would have told you that I made it in this world all by myself…but when I[...]
February 2024
Know Yourself – Experiences
There are so many ways that experiences can help us in our life, and I am going to talk about a few of them that[...]
Know Yourself – Solutions
Some things you firmly believe in now will change as you grow older, so always keep an open mind. I can definitely tell you that[...]
Know Yourself – Control
One of the most difficult things in life for me is control...I want to control EVERYTHING! I look back and wonder how much time I[...]
Know Yourself – Show Up
On our journey to find our best self, we should invest both time and money in ourselves. Don’t spend time and money on things that[...]
January 2024
Know Yourself – Following your Voice
I am not a person who likes to look back on my life and figure out what I would change. In fact, I prefer to[...]
GOALS! – Have you slipped up? Get back on track. Don’t rely on others. Stick with what works
Hello again…we are at week 3 in our goal challenge…how is it going? Have you slipped up? I am sure we all have in some[...]
How to track progress? How to stay motivated?
So last week we set our goal…how did we do? Are we already saying just forget it? Please stick with it!! This is a goal[...]
Goals!
Set goals for different areas of your life, write down, prioritize and start small I don’t know about you, but I have a love/hate relationship[...]
December 2023
People Are People – Being Authentic
So, for my final blog post of the year, I am want to talk about being authentic. For those of you who know me, you[...]
People Are People – Fit
This week I want to talk about “fit”. But I’m not talking about being physically fit (although that is also important in life). I am[...]
People Are People – Emotions
Are emotions important when it comes to our success? Emotions play an important role in how you think and behave and can come in many[...]
November 2023
People Are People – Desire
What do we desire and how do we get there? And I know you might be thinking is desire really something that we should be[...]
People Are People – Purpose
What is your purpose and why is it important to everyone? The dictionary defines purpose as the reason for which something exists or is done. [...]
People Are People – Vision
Many people talk about vision and why you need to have a vision. In fact, many people would say that you must have a vision[...]
People Are People – Belonging
This week I want to talk about belonging. I say frequently that being part of my group “feeds my soul”. Several times this year I[...]
People Are People – Culture
Recently my firm of 25 years (Sunwest Pensions) merged with July Business Services. My response to this transaction has been very favorable with my friends[...]
September 2023
SECURE 2.0 – Self Correction of retirement plans
My final post relating to Secure 2.0 is about the expansion of what can be self-corrected in retirement plans. What we are talking about when[...]
SECURE 2.0 – In Case Of Emergency
There are 2 provisions that are part of Secure 2.0 that I am calling “in case of emergency”. I think both are interesting provisions that should[...]
August 2023
SECURE 2.0 – ROTH
So, there are two changes in Secure 2.0 relating to Roth contributions that I will cover.First effective January 1, 2024, it will be required for all[...]
SECURE 2.0 MISCELLANEOUS CHANGES
There are a few “miscellaneous changes” that happened in the Secure 2.0 act that I will cover briefly here. As always, reach out to me[...]
SECURE 2.0 LTPT
LTPT??? What does that mean and why is it something we now need to worry about in our retirement plan?? First of all, it means[...]
SECURE 2.0 TAX CREDITS
This week I am going to talk about tax credits available for tax credits available for retirement plans as part of Secure 2.0. I am[...]
July 2023
SECURE 2.0 Auto Enrollment
Let’s talk about one of my favorite topics, auto enrollment. Auto enrollment has been around since 1998 (Revenue Ruling 98-30) but has only been widely[...]
SECURE 2.0 STUDENT LOAN DEBT
So, we all know that SECURE 2.0 contained a TON of updates relating to retirement plans (92 to be exact). I will spend a few blog[...]
SECURE 2.0 SELF CERTIFICATION OF HARDSHIPS
Let’s continue talking about the provision in SECURE 2.0 that will truly affect our plan sponsors and the changes they might consider relating to their[...]































































































































