by Manisha Thakor | Feb 10, 2014 | Protect, Reflect, Save, Spend, Top 10
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...
by Laura Orchard | Dec 23, 2013 | Give, Protect, Save, Spend, Top 10
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...
by Laura Orchard | Dec 9, 2013 | Invest, Protect, Retirement, Save, Top 10
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...
by Laura Orchard | Nov 25, 2013 | All Posts, Give, Invest, Save
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...
by Laura Orchard | Oct 21, 2013 | All Posts, Save
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...
by Manisha Thakor | Aug 26, 2013 | All Posts, Protect, Save, Spend, Top 10
Have you ever set a financial goal only to find that your actual spending significantly surpassed your budget? When you have the best of intentions to create financial health, why is it so darn easy to sabotage your progress? As a female financial advisor and...
