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 […]

Do you ever wonder if you need a financial advisor? “Financial advisor” is a generic term and can be confusing. When I use the term financial advisor, I’m referring to professionals who do comprehensive financial planning and investing. I’m not talking about someone hawking the latest investment or insurance products. In my blog next month, […]

Here’s what I’ve been reading this week: If You Want More Money, You Should Root for 2023 to Be Just Like 2022 This statement sounds ridiculous. Another painful year in the markets? No thank you! But for those of us who are “Savers” or “Preservers” as defined by this article, the statement is very true. […]

Scary words like recession, bear market, rising interests rates are all over the news lately. These words can cause panic and fear and overwhelm. My clients and I spend a lot of time talking about the “sleep-at-night” factor when it comes to their investments. I share my thoughts with Veronica Dagher and the Wall Street Journal in […]

Do you ever think “I’ll stop worrying about money when I make more”? Worrying about money is the number 1 cause of stress for most Americans. Crazy markets, rampant inflation, and doomsday news headlines only serve to increase our concerns about money. Even Wealthy Women Worry About Money A Lot of the Time This article […]

Not sure about you, but I am so glad January is over. This quote from James Clear, author of Atomic Habits, helped me through the month that seemed to last forever: “When working with people, assume good intentions. When listening to people, interpret their words in a generous way. You will occasionally get burned and mistreated […]