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From MY blog

May 14, 2024
What Fees am I Paying in My Investment Accounts?

Understanding investment account fees, particularly in vehicles like 401(k)s, can be challenging. However, it's important to understand these concepts to ensure you're making informed decisions about your financial future. So, let’s talk about common fees and understanding share classes. Deciphering Your Investment Fees While fees are a necessary part of investing (or receiving any service, […]

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May 1, 2024
Why “Girl Math” is a Stereotype That’s Holding Us Back

In 2023, #girlmath gained momentum on social media, poking fun at how people – women in particular - justify making frivolous purchases like handbags and vacations. And while I don’t want you to think I’m a financial advisor with no sense of humor…I can’t help but feel like the term “girl math” is detrimental to […]

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April 16, 2024
The Great Wealth Transfer Might Do More Than Just Pad Your Bank Account

As you may or may not have heard, some of you might be coming into some money. Like, a lot of money. It’s estimated that $84.4 trillion will be handed down through 2045 – and $30 trillion of that will be given to women. This is, obviously, good news for several reasons. For example, “a […]

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April 9, 2024
Why Women Should Pursue Financial Independence, Relationship or Not

When you think about the term “financial independence” what comes to mind? A young woman entering the real world for the first time and cutting financial ties with her parents? A woman leaving a relationship and figuring out her finances on her own? It might be the word “independent” that trips us up because that […]

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March 19, 2024
Empowering Women: A Timeline of Historical Events in Women's Financial History

The financial history of women in the United States is a story of determination, resilience, and progress – although not as quickly as many of us would like. When I look at the timeline of historical events below, I can’t help but feel like some pretty basic – yet, crucially important – rights were given […]

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March 8, 2024
The Cost of Being a People Pleaser

That uncomfortable moment when you want to say no, but you’re worried it will upset someone else. Or when you agree to do something even though your gut tells you that you’d rather do just about anything else. Maybe even a time when you’ve been in an uncomfortable intimate situation, but you let it happen […]

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February 20, 2024
A False Financial Narrative Might Be the Mind F*&% That's Holding You Back

When it comes to finances, a lot depends on the financial narratives we tell ourselves. In fact, there are some myths out there that could be holding many of us back (or at least giving us the excuse to not move forward). I took to LinkedIn and posted a series of polls to see what […]

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January 16, 2024
Why Women Need to be the Boss of Their Healthcare

I don’t know about you, but the world of healthcare has just gotten more and more confusing to me. Looking at benefit options each year is like trying to decipher a secret language; sometimes it’s hard to even ask questions because I don’t know what to ask. Unfortunately, as a woman, I know that I […]

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December 12, 2023
Does Receiving a Gift Stress You Out?

With the holidays approaching, many of us are starting the shopping scramble, trying to find the perfect gifts for the people we love. And that comes with a certain amount of stress. While I consider myself a pretty good gift giver, I have certainly experienced the occasional look of puzzlement as someone opens my gift […]

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