Getting On The Same Page: Investing With Your Spouse

Are we speaking a different language? Financial experts, thought leaders, and academics have written extensively about the role gender plays in investment styles, and the innate differences can be a source of conflict during financial planning. Studies generally agree women feel less confident about investing, and prefer to keep more cash assets, while men can […]

Interesting News about Women, Money (and Cats)

Who can forget Meryl Streep and Jennifer Lopez’s spontaneous and rowdy response to Patricia Arquette’s comments about women’s equality at the Academy Awards this past March? Meryl Streep is taking it one step further by funding a screenwriting lab for women writers over 40. The sad truth is that women represent only 7 percent of […]

Women and Financial Education: Start Learning Now!

Women have something in common when it comes to their money: At some point in their lives, they will need to manage it on their own. Women are marrying later or never marrying, at a higher rate than ever, with marriages down 60% from 1970. The divorce rate in the U.S. remains high, at 40-50%, […]

Where Creativity and Finance Connect

It was a beautiful sunny Saturday afternoon and the light was streaming in the windows of the cozy art studio. A long table was covered in butcher paper and  cheese and crackers, frittata and chocolate bars were ready to be consumed. As Tamara and I finished getting the room ready for our workshop, the attendees […]

Women and the Media, Revisited.

Last week, I attended a screening of Jennifer Seibel Newsom’s new film, Miss Representation. It was a fun night out with the girls on a beautiful summer evening, but the movie’s content wasn’t uplifting, nor was it meant to be. The film documents the role of media in today’s society and how it marginalizes women […]

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed […]

Women and Money: Women Have Unique Financial Planning Needs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.

Girls Gotta Do Business

It was my pleasure to moderate a panel of women who have made it part of their life’s work to help and support women entrepreneurs. Julie Abrams as CEO of Women’s Initiative; Alison Covarrubias as Co-Founder of The Hatch Network; Baat Enosh of  NCWIT and Women 2.0 and Ayesha Mathews-Wadhwa as a Director of Savor […]

“Making Home Affordable”

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.