MoneyZen Blog
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
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,...
Three Questions Every Investor Should Ask (& answer!)
One of the most common complaints I hear as a female financial advisor is that investment jargon (ETFs, P/E ratios, DRIP plans, etc.) is…. boring, confusing, and overwhelming. I’m happy to tell you it doesn’t have to be that way. To stop the buzzing in your head,...
Active Versus Passive Investing: Which Is Right For You?
Picture this. Two cars are driving down a three-lane highway. A red sports car is darting between all three lanes trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, steadily going the speed limit. Suddenly a train horn sounds and...
3 Reasons Why We Overspend
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...
4 Simple Steps to Guide Your Investment Success
As a female financial advisor, one of the most common things I hear about investing is that it feels overwhelming. While it is impossible to ever guarantee investment success, there are some basic guidelines that can help you make wise financial choices and support a...
Demystifying Mutual Funds and ETFs
Long-time readers of this blog know that as a financial advisor I’m passionate about helping women become more confident and excited about investing. That’s because in a world where it’s increasingly possible to live to 100, investing for the long run is a way to...
The Power of Patient Investing
Have you ever been tempted to “play the stock market” by following a hot tip, only to watch your shares plummet? Do you want to invest, but feel overwhelmed by all of your choices? How do you know if you should invest in stocks at all? As a female financial advisor, I...
What Are Your Financial Priorities?
As we enter the warm, playful days of summer, it may be difficult to turn our attention to the cold reality of personal finance. Yet as any financial expert will say, to continue enjoying our lives to the fullest, it is essential to plan for our financial futures....