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From MY blog

December 7, 2021
Do These 3 Money Tasks NOW so You Can Relax Over the Holidays

We’re all feeling that holiday buzz that has nothing to do with wine consumption (or maybe it does) and are counting the days until we can check out for the holiday season. But before you do, I have three simple tasks for you to do so you can really relax and enjoy your time with […]

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November 15, 2021
Charitable Giving: Are Donor-Advised Funds Right for You?

It’s natural during the holiday season to think about helping others in need or contributing to worthy causes. Reviewing a list of charities is one way to go, but you might also consider another. Donor-Advised Fund A donor-advised fund is a private fund administered by a third party and created for the purpose of managing […]

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October 15, 2021
It’s Open Enrollment Time and I’m Answering Your Questions!

We’re coming up on open enrollment time again! In most states, open enrollment begins on November 1st and goes until January 15th. While it might be tempting to just “set it and forget it” I’ll explain why you should review your benefits every year. Remember that your employee benefits can actually be a big part […]

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October 11, 2021
Don’t Fall Behind: Use Professional Development to Get Ahead

With all of the ups and downs of the last couple of years, many people have been questioning their careers. The media has even given it a name – the Great Resignation – so now you know it’s real. According to Fast Company… …as many as 95% of the workforce is considering leaving their organization. These […]

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September 20, 2021
3 Reasons Why Women Should Establish Credit in their Own Names

Women have come a long way when it comes to finances. It wasn’t really that long ago that everything a woman “owned” was in her husband’s name. Even single women had a difficult time establishing credit without the presence of a man just a few decades ago. Banks could refuse women a credit card until […]

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September 9, 2021
Single Women Have Buying Power When It Comes to Homeownership

Guess what? I have some good news when it comes to women and our efforts toward a balanced, fulfilling life. And it has to do with how savvy we are as long-term investors. More Single Women Own Homes Than Single Men That’s right. At some point - while we were working to move forward in […]

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August 16, 2021
Money & Aging: A Checklist of Topics to Discuss with Your Parents

I’m just going to say it. Having discussions about money and aging with parents who are growing older…well…. It stinks. It’s so uncomfortable, isn’t it? One minute they’re taking care of us and the next we’re thinking about when we might need to take care of them. But just like they told us to eat […]

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August 9, 2021
Habit Stacking: Small Changes Lead to Big Outcomes

We all have moments in life where we find ourselves at a crossroads. Do I eat the cookies or the apple? Do I take a walk or binge Netflix? Do I buy the skis I want or put the money in my savings account? We know what we should do, but it’s often at odds […]

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July 21, 2021
Is it Time for a Wardrobe Reboot?

For this blog post, I brought in personal stylist and image consultant Heather Hope to talk about creating a post-Covid wardrobe. Whether you’re heading back to the office or continuing to work from home, these tips will help you look fabulous and might help you save some money by being more intentional with your purchases […]

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