As you prepare to send your daughters off to college maybe for the first time or she’s returning, I feel one of the best gifts a parent can give is financial advice to assist her as she navigates life independent of you. Here are four tips to financially prepare your daughter for life on her
HAPPY MOTHER’S DAY!! I’m so grateful for the privilege of being a mother. Sometimes you doubt whether you are doing the right thing, that your child values the advice and guidance you are giving, or that she is even listening. Well this week, I was walking my daughter to the car from swim practice when
In honor of Women’s History Month, I want to highlight women making a difference in the world of finance and wealth management. Today, I am featuring the Dean of Academics for The American College of Financial Services, Sophia Duffy. She overseas her department’s budget and all academic projects pertaining to curriculum and policy matters. She
Women Inspire Me Honoring Women during Women’s History Month and throughout the year is an important part of my practice as a woman CERTIFIED FINANCIAL PLANNER™. I have gained such wisdom and insight by listening to their stories. After hearing the powerful testimonies of women from my practice and the community, it inspired me to
Women & Retirement: Conquering The Fear of Investing Definition of Fear: An unpleasant emotion caused by the belief or anticipation that someone or something is dangerous, likely to cause pain or harm, or a threat. Many women are fearful toward investing — especially if they are unfamiliar with the concept, as the fear of potentially
With Tax Day quickly approaching (Wednesday, April 15th!), many of us immediately go into panic mode: What am I allowed to write off? What if I owe? How will my Social Security benefits be affected? I’m here to put any concerns to rest and address the last question, which is one that often comes up
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February is the month of love, so it’s a great opportunity to share some money stories around relationships. As you may know, finance is one of the major reasons why couples get divorced. Why? Well, based on my own relationship with my husband, I’ve found it’s because he and I have different experiences with money.
Happy New Year, 2014 has come! As one-year ends and a new one begins, many feel it is a great time to renew, refresh, and re-start in different areas of their lives. It’s like you have a new opportunity to get it right. A good friend of mine continually reminds me that I create the
As we take into account the political environment that we now live in, it is very unnerving to a lot of us as to how it’s going to affect our money, impact our lives. I find myself continually talking to clients and individuals about focusing on their goals. Explaining how we can’t spend time trying
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