Tag Archives | retirement

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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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