Retirement Planning: Where Do You Stand?

Retirement Planning: Where Do You Stand?

It’s been said there are three kinds of untruths: “lies, damn lies and statistics.” As a life long Personal Finance junkie (and female financial advisor for women), I have to qualify. Yes, some statistics are just distractions. But others really do help put our...
The 5 Most Common Mistakes Investors Make

The 5 Most Common Mistakes Investors Make

As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid painful, crippling,...