Why are there no women in upper management? Cue awkward, long silence. My 45-year-old male manager, Joe, was stunned by my blunt question during one of my first performance reviews. Hmm…probably not the best way to approach the gender equality issue at a storied financial institution at the age of 22 in my first real-world […]

Congratulations on finishing your 2022 tax returns! Most people think that dealing with taxes is a painful once-a-year event. So, why would you consider thinking about taxes all year round? Well, do you hate paying taxes? Do you want to trim your lifetime tax bill and increase your wealth? If you answered yes to the […]

Do you ever wonder how a financial advisor adds value to their clients’ lives? Investments, cash flow analysis, wah wah wah… The words start sounding like Charlie Brown’s teacher. So, let’s try another way to think about it. Last year, my family and I went through a major home remodel. During that time, I thought […]

Is my money safe at the bank right now? This is the question on many American minds. Over the last week, three banks failed or entered liquidation: Silvergate Bank, Signature Bank, and Silicon Valley Bank (SVB) (the second-biggest collapse in U.S. history). Here’s some high level points that I shared with clients earlier this week. […]

After reading last month’s blog Do I Need a Financial Advisor, maybe you are thinking “I do want a financial resource and partner in my corner… Now what?” Yay! If you have been ignoring your personal finances because you don’t have the time or interest, it could be costing you money in real dollars. Finding […]

Are you planning for the financial security of FUTURE YOU? We, as women, have longer life expectancies. It may seem unthinkable, but odds are 1 in 3 women in the U.S. will live to age 95. The best time for women to start financial planning and investing for their future selves is now. Like most […]