In my time as a Financial Life Planner, I covered just about every topic under the sun: death, disability, having kids, taking care of aging parents, beliefs and habits around money…you name it. I had to get used to having honest conversations with people about how much money they make, too. Yes, what you earn is a critical component of [...]
Everybody deserves solid financial advice, and I truly believe just about anyone can benefit from it. But how do you decide if you need a Financial Planner or Financial Coach? Read on to find out… [...]
Last month I wrote about some changes in technology which we might see coming out of the COVID-19 stay-at-home period. I also encouraged you to hang tight in terms of investing. What other nuggets of financial wisdom can I offer, given that taking action and exercising control can help with the anxiety? I’m glad you asked: [...]
Just in time for New Year’s resolutions, I want to introduce you to a fairly extreme financial philosophy called FIRE. FIRE stands for “Financial Independence, Retire Early” and that is pretty much the strategy. [...]
“Budget.” It should have been a four-letter word but somehow it ended up with six. This is most people’s least-favorite part of a financial plan, but some kind of spending plan can be really useful. Read on for tips, tools, and hacks. [...]
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. [...]
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 [...]
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. [...]
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. [...]
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.” [...]