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Tag: financial planning

February 10, 2014 • Protect, Reflect, Save, Spend, Top 10

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 …

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January 13, 2014 • Spend, Top 10

How Fit Are Your Finances?

“So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust …

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December 23, 2013 • Give, Protect, Save, Spend, Top 10

Are You Empowering – or Enabling – Your Adult Children?

Speaking about financial literacy at a recent women’s conference, I received energetic applause when I …

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December 9, 2013 • Invest, Protect, Retirement, Save, Top 10

How to Increase Your Retirement Confidence

How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial …

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November 11, 2013 • All Posts, Invest

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. …

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October 21, 2013 • All Posts, Save

Retirement Planning: Where Do You Stand?

It’s been said there are three kinds of untruths: “lies, damn lies and statistics.” As …

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October 7, 2013 • All Posts, Invest

The 5 Most Common Mistakes Investors Make

As a financial advisor I’m frequently asked: “Why should I pay someone to manage my …

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September 27, 2013 • All Posts, Invest

Three Questions Every Investor Should Ask (& answer!)

One of the most common complaints I hear as a female financial advisor is that …

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August 26, 2013 • All Posts, Protect, Save, Spend, Top 10

3 Reasons Why We Overspend

Have you ever set a financial goal only to find that your actual spending significantly …

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August 12, 2013 • All Posts, Give, Invest

4 Simple Steps to Guide Your Investment Success

As a female financial advisor, one of the most common things I hear about investing …

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