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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
