An ING Direct USA survey revealed that 50 percent of American adults who’ve participated in a 401(k) or equivalent retirement plan left an account at a previous employer.  Are you one of them?  If not, are you confident that you made the right decision? After reading my previous post, you may be curious about how

You just announced your good news. You received an exciting position at a new company. You are so thrilled to receive a new offer that you can’t contain yourself. You start making plans for your new office, thinking about your new responsibilities, and how you will fit into the new company culture. On a side

Are you hearing this term, “Responsible Investing,” more and more today? So what is it exactly? In a nutshell, it is investing in stocks and/or bonds of companies that focus on protecting the environment and its people. These companies may focus on cleaner energy sources, sustainable food supply, reducing air pollution and/or recycling technologies and

I recently had an opportunity to talk with Jan Ridgely, Executive Director, of the United Charitable Programs.  Their mission is to empower people to help others by fiscally sponsoring targeted charitable programs that encourage positive change through charitable, educational, scientific, or religious actions worldwide. During our discussion, Jan and I spent time talking about women

Something that is near and dear to my heart is giving back to my community. When I was asked by my coach to describe what life looked like for me 20 years from now, I seriously thought about it from the aspect of what I want people to say and think about me when I

We talked in my last post about how important it is to plan for your financial future. Now we’re going to talk about understanding what it costs. Specifically, discussing all of the different payment options for hiring a financial advisor or planner.  Then you can determine which is right for you. Because having a financial