Regardless of religious affiliation, a spirit of giving is abound in the month of December. We work with clients who want to direct their required minimum distributions to charities throughout the year, but we do so even more in December as part of closing out the year.
Read MoreAs women, we historically haven’t been as involved in financial or retirement planning as our male counterparts. That is, until we are forced to be for one reason or another. We then find ourselves scrambling to understand what we have, how to protect it, and grow what is there.
Read MoreMarch is a great time to think about taking time for the most important person in your life, YOU! Why March? Well, the days are finally getting longer and everyone is feeling the need to “stretch” from what has been a long winter.
Read MoreSince today is traditionally what we know as Tax Day, I thought it would be fitting to share my thoughts on honing a tax strategy that allows you to keep more of your hard-earned money throughout the year.
Read MoreAs women, we typically invest because we’re looking to save money to hit a goal — not just a number on a piece of paper, but a real-life thing we want to buy. This is goal-based investing.
Read MoreThis time of year is when we typically celebrate graduations; the academic achievement that launches students into the next phase of life. As with any momentous life event, we can impart some financial tips on the new graduates to help them develop smart financial habits early on.
Read MoreAs I think about books that have impacted me over the years, I wanted to share with you one that I found invaluable in educating women on investing, “Smart Women Love Money,” by Alice Finn. This book explains how we, as women, generally think about money and investing and takes some of the mystery out of it.
Read MoreThe one thing that is constant is change. How we prepare or react to it is up to us.
Read More