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From MY blog

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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June 7, 2019
Are You a Money Savvy Woman?

Savvy Women Money Quiz How Savvy Are You With Your Money? You don’t need to understand market trends, how to buy a stock, and all the other technical investment terms advisors love to spout. But as a woman you must become Savvy with your money, understanding what you have, why you have it and how […]

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May 8, 2019
Eight Ways to Improve and Maintain a Good Credit Score

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result […]

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April 17, 2019
Benefits and Risks of Purchasing Investment Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large. The following is a breakdown of both […]

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April 3, 2019
What's my Retirement Number?

Nest Egg “Numbers” Does anyone else remember those commercials about your retirement “number," where people were pushing around an egg with a number on it? Or maybe you’ve seen a recent article about which multiple of your salary you should have saved by each decade of your life? While rules of thumb can be very […]

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April 1, 2019
How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to […]

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