“So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust …
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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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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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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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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Retirement Planning: Where Do You Stand?
It’s been said there are three kinds of untruths: “lies, damn lies and statistics.” As …
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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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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3 Reasons Why We Overspend
Have you ever set a financial goal only to find that your actual spending significantly …
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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