Tag Archives | purpose

Pig Oxfam

Gifts that Give Back

Folks have been lamenting the commercialization of the holiday season for years, but the outcry this year about shopping on Thanksgiving indicates a rebellion of sorts. Christmas decorations pop up in stores in September; relentless television advertising pushes consumers to empty wallets for a “perfect” holiday; the irony of rushing around buying gifts right up […]

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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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Me Fish!

Got crowds? Get funds

They say necessity is the mother of invention; I’d add that a tough economy is the mother for resourcefulness. While many startups and organizations are having trouble raising capital or borrowing funds, others are taking it upon themselves to get the job done. As an example, two guys I follow on Facebook — Christian singer […]

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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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Part 2A & B of Form ADV: Firm Brochure