I’m just going to say it: some people think that those who work in the financial industry can be kind of smarmy. Yes, that’s a word. And there’s a reason they think that. It’s because some advisors can be. There are people out there who don’t have your best interests at heart. They think about […]
Depending on your employer or your industry, you might be offered different types of compensation. Most people are familiar with employers who do some sort of 401(k) matching, but what if your company offers you Restricted Stock Units? What are Restricted Stock Units (RSUs)? RSUs are stock-based compensation in which an employee is granted shares […]
In our last blog, you likely saw yourself in one of our money personality profiles. Were you a… Giver? Keeper? Money-Maker? Perfectionist? We talked about how each of these personalities might handle the thought of budgeting. Now let’s discuss how each of these women might effectively put together a spending plan. Giver To recap, givers […]
Have you ever fluctuated between knowing you need to save…and wanting to live life to the fullest? I would think that many of us have argued with ourselves about that at least a few times over the course of our lives. And I’m about to offer a solution to that. A budget. Wait! Don’t close […]
With all the turmoil we’ve experienced during the last few years, it’s important to concentrate on the positive side. We have a new and deeper appreciation for essential workers. Many people are making changes to embrace a better work-life balance. Charitable giving is on the rise especially for women. According to CNBC.com, “Over the past […]
If you click on this article - 8 Reasons Gen X is Especially Good With Money – you might wonder why I, a financial planner, am talking about it. After all, in the opening paragraphs it says this: Born between 1965 and 1980, they're used to doing things for themselves, so they don't need to […]
If you’ve turned on the news any time during the last few months, it’s likely you’ve heard the dreaded word “recession.” Investopedia defines recession as “a period of declining economic performance across an entire economy that lasts for several months.” The last major recession we experienced in the United States began in 2007 and ended […]
I live in the beautiful state of Colorado. We experience glorious snow for skiing in the winter, the flowers bloom in the spring, the leaves change in the fall…and the fires happen in the summer (or even during a dry winter as we experienced in 2021). “…while many residents may have expected safety in urban […]
In the 18+ years I’ve worked in the financial planning industry, many things have changed – and some things have stayed the same. For example, some of the tools and technology have changed, but the basic principles and the things that keep women up at night when it comes to their finances haven’t. The good […]
