The Gift that Keeps on Giving

November 1, 2015

With the holidays upon us, my thoughts have turned to gift giving. My kids are already preparing their lists for Santa. While it can be tempting to fulfill their every request, have you ever noticed how quickly they become bored with the toys and games you buy them? How about giving them a gift with longer-term benefits?

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Take Control of Your (Financial) Life

October 1, 2015

Those who know me know one of my passions is inspiring women to take financial responsibility for their lives. We live in a culture where girls are discouraged from taking an interest in math, finance and investing, yet women control more and more of the wealth in this country.

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Protect Your Family With Insurance

September 1, 2015

Protecting their family is one of the top priorities of most parents, particularly if the family is dependent on the income of only one parent.  Much attention is placed on sexier topics like investments, but the best-laid investment strategy can be ruined if something awful happens and the family isn’t protected.

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Teach Your Kids to Be Savvy Back-to-School Shoppers

August 1, 2015

One of the best teachable moments to teach your kids good financial skills is through the back-to-school shopping process. Before your inbox gets cluttered with advertisements or your kids start seeing ads on TV or the internet, come up with a plan to involve them in the process and make smarter shoppers of them.

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Wise College Shoppers Finish Less Poor

June 1, 2015

Although my kids are still young, I am starting to learn more about the college selection process to help some of my financial planning clients with older kids. It is a highly complicated and seemingly mysterious process, but doesn’t need to be frustrating.

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Invest Wisely & Ignore the Noise

May 1, 2015

We are surrounded by a cacophony of media and purported “experts” trying to tell us how to make money in the investment markets. It’s human nature to think we can outsmart those around us. The problem is – research shows that following this type of advice is actually detrimental to your long-term investment success.

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Pay Yourself First

April 1, 2015

Most people know they should be saving for retirement. It never ceases to amaze me how little time and effort people put into thinking about something that has such a large impact on their quality of life.

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Why Save for a Rainy Day?

March 1, 2015

Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense
to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job
loss or unexpected expenses. 

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New Year’s Resolutions

January 1, 2015

Judging by the number of inquiries I’ve been getting recently, getting one’s financial house in order is a popular New Year’s Resolution (or an incomplete one from last year!). If you are also interested in doing some financial house cleaning, spreading it out over the course of the year can make it more manageable.

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