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Why Do I Need a Will?

- Legal

Why do I need a will? Read on to find out…You don’t just need a will, you need a Healthcare Power of Attorney, Legal/Financial Power of Attorney, and Living Will! And yes, it pays to hire a professional estate planning attorney for a critical job like this. [...]

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401(k) Basics, Part 2

- Investments

Last time I went through the basics of what 401(k) plans are and how they work. This time, I’ll be focusing on how to evaluate the investments available in your plan. [...]

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401(k) Basics, Part 1

- Investments

I’ve been working on an educational blog and thinking about topics which would serve my younger readers. One of the questions I get a lot is how 401(k)s work and how to choose the investments. [...]

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Money Scripts and You

- Financial Planning

What do you think, feel, and believe about money? Some folks in the psychological community call these thoughts, feelings, and beliefs Money Scripts. These Scripts are handed down through the generations and we generally learn them as kids. Often, we’re not even aware of them and couldn’t articulate them if we tried. [...]

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Get Your Financial &*^% Together

- Financial Planning

I was invited to speak to a group of women at an event called “Cocktails and Conversations” in January of 2019. I considered a lot of different ideas for topics and finally settled on “How to Get Your Financial &*^% Together.” In January, our thoughts tend to turn to the things we’d like to improve in our lives, and financial [...]