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From MY blog

December 15, 2019
Your Fear of Negotiation is Hurting Your Retirement, Part 3: How to Ensure You Receive a Raise in the Upcoming Year

In part 3 of my series on negotiation and retirement savings, Elizabeth Suárez and I discuss setting up the necessary goals to help ensure you receive a raise in the upcoming year. If you missed part 1 and 2 of my conversation with the national speaker, coach, and the author of “The Art of Getting Everything” […]

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November 30, 2019
Your Fear of Negotiation is Hurting Your Retirement, Part 2: Salary Negotiation

Last month, I discussed how fear of negotiation hurts women’s retirement savings. I spoke with Elizabeth Suárez, a national speaker, coach, and the author of “The Art of Getting Everything” about negotiating a salary offer: https://tinyurl.com/yxjr4tyl. This month she and I cover what options women have when they are denied a salary increase request during negotiation. […]

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November 15, 2019
Your Fear of Negotiation is Hurting Your Retirement

The common financial wisdom making the rounds these days is that we all need to be saving more money and spending less. While this is true, forgoing the latte isn’t going to move the needle very much on your retirement goals. What never seems to be mentioned is how making more money can have a […]

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October 30, 2019
Why Gen X Women Need a Retirement Wake-up Call

Most of my clients are Gen X women, and I can say that without a doubt, many of them are terrified. They are afraid that they don’t have enough money saved, scared that they’ll run out of money when they are old, and they are nervous that they are investing all wrong. These are not […]

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October 14, 2019
Is Your Wealth Strategy Keeping Up with Your Life?

As our lives evolve so must our wealth management strategy. Each decade poses new opportunities as well as challenges. What to focus on with each decade of your life: 20s - Every penny counts, get in the habit of saving every month no matter how small 30s - Max out your retirement accounts, sacrifices today […]

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September 20, 2019
What professional service do 87% of Gen Xers want to use, but don’t?

A financial advisor! According to a recent study, 87% of Gen Xers would use a financial advisor if they found the right one.(1) So what’s keeping you from finding the right advisor? Is it cost? Despite what TV and movies show, financial advice is not just for rich people. There are options for all income and […]

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September 19, 2019
What Can I Do to Gain Financial Confidence?

Despite all of the gains women are seeing in politics and social capital, women’s confidence in financial matters is actually decreasing, according to a new study by Allianz Life Insurance Co. of North America. More than half (57%) say they wish they were more confident in their financial decision-making. Confidence in financial matters doesn’t need […]

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August 13, 2019
Long Term Care as Part of Your Multi-Generational Plan

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care. With modern medicine […]

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August 8, 2019
How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter. And while we commonly hear about breaches from these large, global organizations, it’s important to remember that small businesses are just as […]

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