Financial Planning for Geeks

Financial Planning

Jelly-o lemon drops croissant topping tart tootsie roll chocolate. Muffin cake danish. Muffin croissant liquorice cupcake liquorice fruitcake. Jelly-o sweet roll jujubes.

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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 [...]

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Financial Planning and Divorce

- Financial Planning

As many of you know, one of my specialties is financial planning for divorced women. Yes, I’ve been there myself and even in the most amicable of cases it’s not easy. There are some “gotchas” and even a few changes brought to us by the tax law changes which took effect in 2018. [...]

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Just Get It Done!

- Financial Planning

How can we get around annualized thinking? Thanks to Nicole Spinelli, the wonderful Director of the women’s group at my broker/dealer, I have a new way to think about my goals. She was kind enough to send me “The 12-Week Year,” a book by Brian P. Moran and Michael Lennington. [...]

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Where Should I Start?

- Financial Planning

Assuming you have the motivation now (if you don’t, click here to read my previous article), where is the best place to start? In 2017 I appeared in a podcast for Stacy Fisher-Gunn, the creator of LivingUpp, an online community for self-care. The topic was “Getting Your Financial House in Order.” [...]

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Why Do I Need a Financial Advisor?

- Financial Planning

It’s difficult and time consuming to become an expert in all the areas covered by a true financial life plan; that’s why it’s a profession. Even a small gap in knowledge can have a huge impact on our success, so two heads are always better than one. [...]