Why You Need A Financial Plan

There are a few times a year when the volume of calls to my office from people seeking financial advice goes way up. One of them is in January when New Year’s resolutions are top of mind and another is the 30 or so days leading up to the tax deadline in mid-April.The “January effect” […]

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. Unfortunately many are ill-prepared to do so because they haven’t taken the time to learn about personal finances. Whether a woman is single, married, with a life-partner, divorced or widowed […]

Why We Should Talk About Women’s Financial Empowerment Now More than Ever

Millions of women all over the world took to the streets on January 21st to stand up for what they believe in. The energy of the Women’s March was contagious, and it was thrilling to be a part of the sea of knitted pink hats and hand-made signs with clever slogans such as: “Tweet women […]

Happily Self-Employed: 10 Tips to Finding Bliss as Your Own Boss!

A friend who recently left her corporate job and is now self-employed asked me how I manage to run a business while still enjoying an active, interesting life outside of work.  She wanted some suggestions, which made me reflect on what has been most important for me in achieving a healthy and happy work-life balance. […]

A Little Year End Tax Planning with Your Holiday Punch

Or,  8 Year End Tax-Related Deadlines and Things to Think About With the busyness of the holiday season, it’s easy to forget about things like tax planning. After all, we’d rather focus on having fun with our friends and family! However, there isn’t much you can do to improve your tax situation after December 31st […]

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 […]

Finding Your Style Can Save You Money

There was a time when men’s grooming and fashion was as complicated as women – but that time is long gone. Today, women probably spend four times as much as men on their appearance, maybe more. The amount of money spent on clothing and accessories can do damage to one’s budget. Happily, it’s possible to […]

Will Wearables Save Healthcare?

We all know that healthcare costs have risen at an alarming rate over the last 20 years. And this might be a reason for alarm. But, if you look at the percentage of the increase related to diagnostic tests and corrective instead of preventative treatments, there’s reason for hope. And that reason lies in the new […]

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 […]

NoBody Knows – And That is Why You Diversify

– Nobody knew that the yield on the 10 year Treasury would keep going down. – Nobody knew that the price of a barrel of oil would drop by 55%. – Nobody knew the Russian ruble would crash. – Nobody knew that Japan would dip into a technical recession. – Nobody knew that Europe’s tentative […]