Jun 27Create Your IndependenceJuly is a month where we celebrate our independence, both as a nation and as individuals and families. It’s a month of ice cream, swimming pools, movies, fireworks, relaxation, and fun. School’s out, vacation is the priority and we’re free! All that makes July a great time to reflect on…Financial Planning3 min read
Jan 28Understanding Your ValueIf you don’t know what you are worth, no one else will either. Many people are consciously or subconsciously afraid of success. It can cause people to feel guilty for making money and withdrawing from their importance, thus never truly realizing their worth. What is your philosophy on success and…2 min read
Jan 17How Much Money Do You Need to be “Happy”?This begs the question…How much do you need to spend to be happy? — I frequently hear this in a client meeting. “Okay — this now doubles as our marital counseling session.” And, while I’m not a therapist (nor do I play one on TV), I do know that relationships can live and die with issues of money and sex. The two key areas…Finance3 min read
Sep 29, 2021Don’t Let Covid Drive a Reversion to Traditional Gender RolesBefore covid-19 threw the world into chaos, women breadwinners were a rapidly growing demographic across every swath of American society. Their rising economic power was accompanied by increasing power in the domestic realm as well, albeit more slowly. What happens to that power now that so many women are back…Covid 195 min read
Sep 20, 2021Pandemic Economic Effects on WomenA New Paradigm for Women Hit by Covid’s Economic Impact — Covid-19 has sucked for pretty much everyone, in every possible way. We all feel its health effects, the fear and anxiety, and don’t forget the frustration, annoyance and isolation of these long months. For women in particular, though, this horrible pandemic packs a powerful wallop right in the pocketbook. And…Covid 195 min read
Sep 20, 2021Women in the Professional Pipeline: yet another casualty of CovidThe ongoing coronavirus pandemic has reshaped the economic landscape and transformed the business environment. It’s a broad swath of changes this time, too, not just a gentle nudge in a new direction. Everything from supply chain bottlenecks and staffing issues to a sudden lurch into fully remote work (which employees…Women4 min read
Jul 2, 2021How and Why I Included a Legacy in My Financial PlanThe idea of legacy is rarely discussed in traditional financial planning. Few of us identify as wealthy and we tend to associate “legacy” with having a university building named after you or XYZ’s trust fund that endowed your favorite PBS show. It seems impractical and unattainable — something only for…Finance5 min read
Jun 15, 2021Financial Education Is Financial EmpowermentFear. Anxiety. Inadequacy. These feelings are extremely common around money issues and personal finance, regardless of income level. It’s especially true of women, who often have a sense that money matters are “beyond them” or simply belong on a list of things that are somehow inappropriate or otherwise irrelevant for…Women Finance3 min read
Jun 15, 2021Mindset vs. mechanics: Two essentials in personal financeIs money something to be managed, engaged with and used to achieve personal goals? Or is it something to be feared, ignored or left to others to manage? A tool we can leverage strategically or a wild card — something highly influential in our lives that is controlled only by…Kids4 min read
Jun 15, 2021Key Principles of Financial Education for Kids of All AgesTeaching toddlers about money is different than teaching teenagers, but some core principles of financial education persist from age to age. That is, I believe the lessons appropriate for each age group should be structured to support a set of key tenets that remain constant no matter how old or…Kids5 min read
