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From MY blog

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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July 6, 2021
The Good and Bad News About Inflation

There are a lot of complicated inflation scenarios being described in the Yahoo Finances and Forbes of the world, but to the everyday investor the worry is very simple: they’re concerned that they’ll no longer be able to afford the everyday items they’ve budgeted for. This is true for the younger investor as well as […]

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June 14, 2021
Women & Long-Term Care: Our Roles as Caregivers

Let’s see. Where did we leave things? Oh, yes! In our last piece, we talked about your options for Long-Term Care Insurance and the importance of protecting yourself and your loved ones from the burden of long-term care. Now, let’s talk about the issues surrounding being the caregiver and ways you can discuss options with […]

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June 7, 2021
Women & Long-Term Care: Know Your Options

When it comes to long-term care, many women assume that the need for it is likely far down the road. But the truth is, planning for it might need to start now.

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May 18, 2021
The “Shecession”: How the Pandemic Impacts Women

While women have always been statistically less likely to take control of their finances or increase their financial literacy, pandemic impacts have certainly compounded the problem. Single women and women of color, in particular, have faced unemployment setbacks since the beginning of lockdown and stay-at-home orders in the spring of 2020. Women in the workforce […]

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May 12, 2021
Make Your Tax Return Work for You: Use it as a Financial Planning Roadmap

If you’ve already filed your taxes…congratulations! You can check one major “to-do” off your list for a while. Collecting and organizing all that information is time consuming and something we all dread every year – so why not make the most of it? When you put everything together for your accountant (or for some of […]

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February 18, 2021
Why Pay a Financial Planner an Hourly Rate?

You may not be aware that some financial planners will charge you on an hourly basis for their advice. Why would you want to engage an advisor on an hourly basis? There are a variety of reasons this may be a good choice for you. You Don’t Have the Minimum Assets Many Firms Require A […]

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January 13, 2021
3 Things to Know About Gender Lens Investing

It seems that every day I notice another article or study on Gender Lens Investing. This isn’t surprising considering that there are now at least 35 options of gender lens funds. What is Gender Lens Investing? Gender Lens Investing is a subset of “Impact Investing”; that is investments that are made to have a positive […]

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December 14, 2020
What Questions Should Women Ask When Interviewing a Financial Advisor?

I was recently asked to participate in a discussion related to questions women should ask when interviewing a financial advisor. I started to reflect on the women who had interviewed me who clearly wanted to make sure they were properly vetting the person who would handle their life savings, but just weren’t sure what questions […]

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