We recently conducted a survey on LinkedIn about what holds people back from seeking professional #investment advice, and three themes...

We recently conducted a survey on LinkedIn about what holds people back from seeking professional #investment advice, and three themes...

Gen-X Women Are Caught in a Generational Tug-of-War. The average caregiver is a 49-year-old woman, and the demands of caregiving seem...

I almost always tell clients to avoid making knee-jerk decisions from the gut. When the stock markets tumble and people get nervous,...

Guys Don't Listen, We Do We believe the first step in engaging in your wealth is to begin the process of empowering you to Dream, Plan,...

Wouldn’t it be heaven if we all had kids who don’t play video games, who know exactly what they want to do when they graduate college,...

A weak jobs report erased some worry about inflation last week, and the market rallied. Variations on that headline are constantly...

I’ve had a lot of discussions with potential clients who are sitting in all cash. Some sold off their investments before the election,...

It’s springtime again, and that means it’s me versus the carpenter bees. I bought this zapper fly swatter, and I have to admit it’s kind...

When I was in elementary school and dreamed of being a businesswoman, I crocheted two squares, sewed them together and created a little...

There’s a reason doctors, dentists and other service providers are considered essential services: they keep us healthy, and look for...

A friend's husband died unexpectedly. While the husband had life insurance he named his daughter who was 4 years old at the time of his...

What Hurts Women Financially? The Way Some Male Financial Advisors Make Them Feel. Back when I was a teenager, my dad showed me how to...

We have all made decisions that didn't turn out the way we expected. What if you could improve the odds of making better financial...

As women, we all love to travel. We want to enjoy life with our loved ones and create new memories. An article in today's WSJ "Why...

It is hard for people to make decisions especially when they are long-term in nature because the future is so uncertain. Back in my...

The 50/20/30 rule takes the sting out of budgeting. And it doesn’t make you track every single dollar. One way to keep yourself on track...

They say you have to walk in another woman’s shoes…to know where she is going and why They say you have to walk in another woman's shoes…...