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 […]

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few negative consequences. But […]

If You Have Unrealized Losses 2020 was a wild ride for a lot of companies. If you have a stock or mutual fund in a taxable account that was on the losing end of this pandemic, consider selling (“realizing losses”) to offset any gains you have. Capital losses that exceed capital gains in a year […]

Many investors, especially those currently seeing major losses due to COVID-19’s impact on the markets, have developed a low tolerance for volatility. As a result they have moved a significant portion of their investments into bonds or other fixed yield vehicles. What many investors may not realize is that wholesale switches from one asset class […]

With Coronavirus worries creating rapid changes in the markets, your portfolio construction can be the difference between continued growth or difficult losses. The markets will ebb and flow, but the secret to investing is not the amount of money in your account, but rather the quality of your portfolio. Setting up a robust portfolio will […]

In my opinion, too many women still lack the confidence necessary to take control of their financial lives. They often fear making investment decisions, managing their finances, and planning and monitoring their spending - all which can help them increase their wealth. Why aren’t women more confident with their finances? The answers are as individual […]

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” […]

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. […]

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 […]