MoneyZen Blog
5 Common Saving Strategies… That Can Lead to Overspending
In the event of an emergency, over half of Americans would struggle to come up with $2,000 according to a 2011 study by the National Bureau of Economic Research. Many of us want to save more, but is it possible that in trying to save money you could actually find...
How to Make Your Retirement Dream a Reality
For entirely too many hard-working folks, there is a significant gap between the retirement life they desire and the one they will be able to afford if they do not adequately prepare for the future. Traditional goals such as living in an inviting home and devoting...
The Marriage of Love & Money: How to Protect Yourself From Financial Heartbreak
What’s going on (financially) in the private lives of couples across America? As someone who earns a living providing financial advice for women, I’m fascinated by this question. A recent study about the money behavior of mates, conducted by Learnvest and Ameritrade,...
5 Ways to Protect Yourself From Overspending
Creating a strong emergency fund is an essential step to basic financial security, yet many of us find it difficult to set aside a regular monthly amount for savings. As a financial advisor, I think one of the reasons this is such a challenge is due to the way our...
Reveal Your Worth: Meggan Watterson on Women, Spirituality, and Money
What can spirituality teach us women about money? In this interview with Meggan Watterson, Harvard trained theologian and author of the critically acclaimed new book REVEAL: A Sacred Manual For Getting Spiritually Naked, you'll receive insights on the relationship...
The Beauty Of A Budget
Many people think budgets are about deprivation. As a financial advisor, I feel they are about liberation. Here’s a simple three-step plan to create a budget that you will feel excited to follow. Step #1: Understand the real purpose of a budget.It’s not necessarily...
If This Happens, Will You Be Protected?
Cancer. Stroke. Broken bones. Every day, thousands of Americans find themselves on the receiving end of these diagnoses. While such health challenges are never fun to confront, the diagnosis is just the first of a “one-two” punch. First, you have to work with your...
What To Do When Financial Opposites Attract
Are you and your significant other financial opposites? If so, you're not alone. As a financial advisor, I’ve seen time and again how the results can be quite painful. When the American Institute of Certified Public Accountants polled co-habitating and married...
How to Make Valentine’s Day More Meaningful
According to the National Retail Federation, the average person plans to spend $130.97 on Valentine’s Day gifts this year. Total spending will reach $18.6 billion. When it comes to buying gifts, how do we know what the right balance is between expressing love to our...