Financial Planning as a Show of Love – A Valentine Message

February 22, 2017

Financial Planning as a Show of Love – A Valentine Message We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a commitment. The other, Valentine’s Day, is about making a commitment to another person, at least in theory. Both can…

5 Tips for Successful Financial Resolutions in 2017

February 22, 2017

5 Tips for Successful Financial Resolutions in 2017 Help Yourself with Specific Goals, Not Vague Financial Resolutions Resolutions are top-of-mind now as we flip the calendar page to the New Year, but many of us hesitate to make them because we are so bad at keeping them. There are people who actually study New Year’s Resolutions…

3 Reasons to Make Financial Gifts to Family During the Holidays

February 22, 2017

3 Reasons to Make Financial Gifts to Family During the Holidays The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than later. If the answer is “yes,” then it is essential you examine the “how” and “why.” The Bible says,…

7 Year End Financial Planning Tips

February 22, 2017

7 Year End Financial Planning Tips Decisions are best made with a little time for reflection, good information and advice from experienced professionals and those with opinions you value. These final weeks of the year are a perfect time to take stock of your financial plan and make adjustments, as necessary, before the rush of…

Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That

February 22, 2017

Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That My first boss in the financial services industry told me I was doomed to fail, in large part because I was female. That was 1989, and while my industry has come a long way since then, in many ways it…

Why Headlines Are a Poor Source for Investing Advice

August 29, 2016

Why Headlines Are a Poor Source for Investing Advice Headlines batter us all day and every day, invading our space via TV and radio, our computers and especially our phones and tablets, and the print media. Taken out of context and without the filter of reality, it would be easy to conclude that any number…

5 Ways to Save for Retirement

June 23, 2016

5 WAYS TO SAVE FOR RETIREMENT A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for retirement when we were younger. It’s been my experience that women generally worry more than men about running out of money. Let’s look at…

8 THINGS TO KNOW ABOUT LONG TERM CARE INSURANCE

May 30, 2016

8 THINGS TO KNOW ABOUT LONG TERM CARE INSURANCE Life has a tricky way of throwing barbs at us when we least expect them, and that’s why I put Risk Assessment and Risk Management at the top of the list before I get into recommending any financial products for my financial planning clients. While still…

7 Tips to Ease Your Pain for NEXT Tax Season

April 30, 2016

7 TIPS TO EASE YOUR PAIN FOR NEXT TAX SEASON With memories (nightmares?) of the recent tax season fresh on your mind, now is the perfect time for strategies and actions to make the next one as painless as possible for you, your tax preparer and your bank account. A smoother tax season next year…

A Gender Gap You Can Do Something About – Your Financial Wellness

March 29, 2016

A GENDER GAP YOU CAN DO SOMETHING ABOUT – YOUR FINANCIAL WELLNESS A company called Financial Finesse has a report out offering more evidence that women continue to lag men in their saving, investment and other financial wellness categories. The good news for women is the gap appears to be closing, and in some areas…