Articles
College Action Plan, Part 1 – Thriving During High School
Part 1: College Action Plan - Thriving During High School Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks, practice schedules, and the planners -...
How to Talk Money with Your Honey: 5 Ways to Make Money Talks Fun
You read that right. Talking with your honey about money can be fun, even if that’s not what most of us have been led to believe. We’ve all heard the statistics and seen the headlines, right? Things like: “Money is the leading cause of stress in relationships” —...
The Bad Financial Advice Women Should Stop Taking
Women tend to be the most vulnerable when it comes to taking bad financial advice. Of course, behind every data point is a real story of a real woman who thought she was getting good advice, but it eventually led to less than great, or maybe even disastrous, long-term...
6 Ways Women Can Become Better Investors
Do you find yourself deferring to men when it comes to planning your financial future? If you answered “yes” to that question, you’re not alone. A recent study by MassMutual found that only 26 percent of women are confident making their own financial decisions. But...
5 Things Rich People Don’t Say about Money
When it comes to having enough money to fully fund retirement, 67 percent of working Americans believe they are losing ground. If you share those concerns, you have a few choices: You can give up. You can buy more lottery tickets. You can hope for the best. You can...
The 4 Financial Habits of Successful Women
One of the best parts of hosting my Profit Boss Radio podcast is interviewing incredible women who generously share their financial journeys. I learn so much from their personal stories and advice, and you can, too. In the past few months, I found three women...
You’re Not Thriving Financially? Here’s Why
You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...
Equifax Breach: Why You Should NOT Follow Their Advice (and What To Do Instead)
The annual cost of cybercrime to the global community is more than $4 billion. -Mark Rutte Concerned about the Equifax breach? Most likely it affected you, as it has most people. First and foremost, don’t panic. As a CERTIFIED FINANCIAL PLANNER™, I’m going to...
10 Steps to Ensure You Won’t Outlive Your Money
Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...
Dodd-Frank: Shaken, Not Stirred
Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...