Tag Archives | IRA

Andy gas mask

Go forth and spend well- tips to send off with your kids

Labor Day is a bittersweet holiday, isn’t it?  The end of the summer, squeezing in the last bits of fun and adventure, all the while looking forward to the return to normal structure September brings.  I love the leisurely pace of summer but by the end of August I can’t wait to get back into […]

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Yay Boo

10 Money Tips You Shouldn’t Ignore | Credit.com Blog

I recently wrote this article for Credit.com, the 10 Money Tips You Shouldn’t Ignore.  Check out the link below. Some highlights- Beware of shiny objects Watch your waste and Don’t Deprive Yourself   I was surprised to see ABC News online and Yahoo Finance picked up the article too. And a clarification of tip #9 […]

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I love You Too Buddy_1243

Q&A: How can I afford to stay home with my baby?
 | Dimespring

Considering staying home with your new (or even older) bundle of joy?  My latest post on Dimespring will help you think it through.       The key decision point: You’ll need to weigh your newly revised living expenses against two numbers: Your combined net take home pay, minus the cost of child care, and […]

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Stethoscope and piggy Bank

7 Signs You’re a Paradigm of Financial Health

I recently had the pleasure of helping Lisa Scherzer with an article she wrote for Yahoo Finance about ways to tell if you are financially ahead of the game. Here’s one of the ways she wrote about: “1. By age 40, you’ve accumulated 1 to 3 times your annual income. Many financial advisers use age-based […]

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In With The New (January 1/8)

January Events

Our monthly Money Circle for Women returns in January, and I’ll be part of the informational workshop “Introduction to Collaborative Divorce.”  If either topic interests you read on for more information.   Women’s Money Circle Women accomplish great things when they collaborate, and even money can be fun if you tackle it with your friends! […]

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Grandpa and Samantha

Hey Ladies! 3 Things Vital to Our Financial Well Being

We women are big stuff these days. Marketers want us.  Financial advisors want us.  And boy, do the politicians want us. I have news for them all though; we are not a new marketing niche.  We’ve been here all along!  It may be that we’re more recognizable as an economic and political force in recent […]

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Part 2A & B of Form ADV: Firm Brochure