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…

Social Security Benefits Loophole Closing Soon

March 1, 2016

It’s “Bye-Bye” for Many Social Security Benefits | Still Time for Others A common loophole used by millions to increase their Social Security earnings will disappear May 1. Whether you can still take advantage of it in the next two months depends on two things you can’t control – your age and the age of…

Tax Code Changes for 2016 and Obamacare Penalties

February 1, 2016

TAX CODE CHANGES FOR 2016 AND OBAMACARE PENALTIES As is always the case with the IRS, there is good news and bad news with changes to the tax code for 2016. But unlike the rollercoaster of a stock market ushered in with the new year, the tax code changes are mostly minor, a reflection of…