The electronic age has increased our productivity, yet compromised our financial safety. With threats all around us – like shifty telemarketing, phishing, scamming, spamming, and malware – we need to…
Browsing: Family Finances
Traditional gifts of the season tend to get broken, forgotten, or discarded far too quickly. Why not give a gift with long-term impact and long-term value? Here are three ideas…
As Thanksgiving approaches, we begin a season of buying and giving. We make lists and hunt for perfect gifts. We spend more time with family and friends, entertaining, eating, and…
In an effort to protect funds and plan for the future, people choose beneficiaries, strategically shift assets, or add joint owners with good intentions, but often without fully understanding the…
When I was a kid, back-to-school shopping was a big deal because my mom would outfit us for the whole year. I remember parading around the dressing room in outfits…
As a financial advisor, one of my goals is to help clients align their money with their deepest held values – and keep it there. This typically involves a learning…
Do you think money grows on trees? How many times did you hear that one as a child? During my teen years, when fashion trends were dictated by Izod and…
There’s so much to consider when changing jobs, including the potential impact on one’s retirement assets. A job transition provides the opportunity to not only evaluate, but perhaps gain control…
Small businesses and home-based startups have this in common: the desire for success. Whether entrepreneurs seek big business profits or a little extra cash, certain basics apply, including business organization,…
When you have children, it’s like God flips a switch. You may go from living in the moment to wanting to make future plans – including financial plans for your…
Risk is everywhere, no matter how hard you try to avoid it. With financial risks, some are obvious, others are hidden. The big question is, which financial risks should you…
Many of the women we read about and admire are those who have conquered personal fears. By first facing, then boldly overcoming their fears, they were able to take their…
