Financial Windfalls: How to Manage Sudden Wealth

An inheritance, a lottery win, a surprise payout — lucky you, a financial windfall! And yet, a quick Google search for “statistics on how people handle sudden wealth” tells a more complicated story. Results include: 1 in 3 Americans who get an inheritance blow it 70% of rich families lose their inheritance by the second […]

Why We Need To Invest In Stocks

We need to invest in stocks because over the long term they will give you a higher return on your money and they are easy to sell if you need the money (this is referred to as liquidity in investment-speak)  When you invest in stocks, you’re investing in the future earnings of companies – and […]

3 Ways To Be Smarter, Saner, and Savvier

Much of my life, like yours, is spent on my desktop, laptop, tablet and smart phone. This has brought invaluable efficiencies to my work and personal life, but it has also brought tremendous headaches. So whenever I find a tool whether it be a gadget, app, or service that allows me to do or get […]

5 Money Worries Every Boomer Woman Understands

As a financial adviser, I hear firsthand what boomer women worry about. Of course, all women are not alike: We have unique lifestyles, careers and aspirations. Still, getting older seems to yield surprisingly similar financial worry-lists for us. Here is a list of the top five fears that my clients bring me, and some ideas […]

A New Resource for your Financial Planning Education

This month I was honored to be asked to be part of the inaugural CNBC Digital Financial Advisor Council. The council was conceived by Jim Pavia, formerly editor of InvestmentNews and now digital editor at CNBC. Jim’s mission as a journalist is to educate the public about personal finance and the importance of long term […]

The New CNBC Digital Financial Advisor Council and Hub

This month I was honored to be asked to be part of the inaugural CNBC Digital Financial Advisor Council. The council was conceived by Jim Pavia, formerly editor of InvestmentNews and now digital editor at CNBC. Jim’s mission as a journalist is to educate the public about personal finance and the importance of long term planning. This council […]

Alice Anna Disse, My Mother July 26,1921- July 18, 2012

July 26, 2012 This past week I’ve been thinking about mom non-stop. So many images and memories flashing through my head from the past. And then writing this eulogy…how can a few paragraphs portray this wonderful woman and all the love we had for her? Imagine this: Raising six children: Patty, Steph, Me, Clare, Greg […]

Strategic Philanthropy: How to Feel Good About Your Giving

Does this sound familiar? December rolls around and your mailbox is full of solicitations from charities and non-profit organizations that need your money. You get busy with the holidays—parties, family, travel—and on December 31, you realize that you haven’t made any donations. You kick yourself but realize there is no way you’re going to get […]

Deductions For Charity Donations

Donating to charity does not only have positive spiritual effects on an individual but it can also provide them with some useful tax deductions. If you are interested in learning more about charity tax deductions, read on.   Charity Tax Deduction Mechanisms   First of all, keep in mind it is crucial to start itemizing […]

Hello again my lovely blog!

Dear Of Independent Means Blog: I know you don’t understand why I abandoned you right after you got such a gorgeous face-lift (thanks to Stephanie Sammons), but it’s not your fault. You’ve never looked better. It’s just that I’ve been awfully busy helping clients with their finances, speaking about investments at the Commonwealth Club, attending […]