MoneyZen Blog
5 Lessons You Can Learn About Money… From Nutrition!
I was tired. And hungry. So I stopped by the sandwich bar at my local boutique grocery store for a turkey, bacon & brie panini sandwich. But then I glanced at the calories—980! For a SANDWICH. Eeeek! I passed. As with my unassuming sandwich, there is a lot that...
Does Your Workday Make You Feel Like This?
After complaining about feeling like a “Type A busy bee” after an extra long workday, a dear friend sent me this cute video. It was a loving nudge to take myself less seriously and add more laughter to my day. #messagereceived Do you ever feel like your inner busy bee...
"What Is Enough?" – with Dr. Kate Levinson
Greetings! On the 10th and 20th of each month you will receive a short email from me. Some will link to podcasts. Others to video interviews. All will explore the intersection of money, meaning & life. Got a topic, you’d like me to discuss? Send me an email...
Talking Money With Your Honey: 5 Ways to Get Financially Intimate
This February, consider a new approach to intimacy with your loved one. As a female financial advisor focused on female clients, I’ve become very clear-eyed about how important the role of money — and the ritual of talking about money — can be in relationships. While...
How Fit Are Your Finances?
“So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting. As a financial advisor, I can assure you it’s still plenty early for you to turn your good financial intentions...
Are You Empowering – or Enabling – Your Adult Children?
Speaking about financial literacy at a recent women’s conference, I received energetic applause when I argued it wasn’t healthy to give kids everything they asked for. I specified this also goes for adult children boomeranging back into their parents’ lives; the...
How to Increase Your Retirement Confidence
How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great. Consider this comparative data from an annual study by the Employee Benefit Research Institute: • In 2007, the EBRI study...
Five Fab Finance Books to Brighten the 2013 Holidays
Looking for a gift that will keep on giving? With the year wrapping up and the gift-wrapping set to begin, here are some personal finance books for the special people in your life. Young or not-so young, wealthy or struggling, happy or not quite so, there’s something...
Do You Need a Financial Planner or an Investment Manager?
If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the...