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From MY blog

January 25, 2023
Never Married? That Actually Might be a Good Thing When It Comes to Retirement Planning

If you’ve ever looked at your married friends and assumed that they have an advantage over you financially…you might be surprised. Recent research from the Center for Retirement Research at Boston College found women who have spent most of their lives married tend to fare worse than never-married women. The reason is largely due to the […]

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December 20, 2022
How to Identify Companies that are Greenwashing

In our last two pieces we’ve covered the following: Now we’re going to dig into something of which all intentional investors should be aware: greenwashing. The term “whitewashing” has been around for many years and has had several different meanings: from preferring white actors, directors, etc. in the entertainment industry to “glossing over or covering […]

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December 13, 2022
Is ESG Investing the Right Choice for You?

In my previous piece, we discussed why climate change isn’t just a global problem…it’s a female problem as well. As the climate shifts, women are more adversely affected because of their lack of human rights, poverty, and the systemic violence that is often a result of catastrophic events. Again, we go back to the question: […]

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November 15, 2022
ESG Investing: How Women are Directly Affected by Climate Change

In a 2022 Financial Wellness Survey conducted by Ellevest, 62% of women indicated they’re concerned about climate change. In fact, “more women ranked it as a top financial concern above retirement planning (51%), credit card debt (46%), stock market (38%), and childcare costs (30%).” This makes sense given what we’re starting to see across the […]

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September 23, 2022
Ask Your Advisor if They’re a Fiduciary. If They’re Not It Might be Time to Change

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 […]

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September 14, 2022
Restricted Stock Units: What Women in STEM Careers Need to Know

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 […]

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September 6, 2022
Create a Spending Plan that Fits Your Money Personality

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 […]

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August 23, 2022
Here’s How You Can Spend Money Guilt Free

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 […]

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August 1, 2022
Women are Giving Back Now More Than Ever. Here’s How to do it Effectively

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 […]

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