This is the last in my blog series spotlighting stuff I learned at the Investment News Women’s Advisor Summit. That’s right, I bullet point the interesting stuff so you don’t have to attend all-day conferences. You are welcome. Our first speaker of the day was Dr. Julie Gorte, Senior VP for Impact Investing at…
We are continuing on this month’s theme on stuff I learned at the Investment News Women’s Advisor Summit. Maybe these sound like, “well, duh!” to you. Or you may be thinking that as a personal finance professional I should know all this stuff anyway. The fact is, I don’t know everything, and I learn new…
Continuing from last week, here is another thing I learned at the Investment News Women’s Advisor Summit: The Gini Index of Inequality. Think all this talk about income inequality is new? Not so! Corrado Gini created a measure of income inequality way back in 1912. The Gini Index measures the distribution of income across…
Recently I attended the Investment News Women’s Advisory Summit. It was a great chance to see old friends, meet new ones, and learn about what’s happening in my business. You’ve all been to work conferences where there are presentations that you’ve heard before and those that don’t apply too much to your…
Congratulations! You’ve landed your first grown-up J-O-B. I’m sure your parents are thrilled. Now what? There is a bewildering array of benefits to understand and lots of advice flying your way. Here is a little quick advice that may help streamline your decision making. Start saving! First priority is a savings account for…
Nine-to-Five jobs with desks and paid vacation and retirement benefits are not going away, contrary to what you read. However, more and more people are choosing to freelance or work several jobs instead of a more traditional career path. If this describes you, read on for two tips on securing your finances in the gig…
Last week, I wrote about losing a partner to death. This week’s blog offers two ideas for when you are losing a partner to the other Big D: DIVORCE. So you are feeling sad, angry, lonely, and unmotivated. Too bad, baby! There is paperwork to be done. And the sooner you do it, the…
Losing a partner is one of the hardest transitions in life. Whether you are in your 20s or 90s, you are dealing with grief and that is often compounded by money worries. They say the only certain things in life are death and taxes. I’d add that both come with a ton of paperwork. …
Whether you are newly merging finances with your sweetie, or have been married for many years, money disagreements are bound to arise. It’s okay to disagree about money, but the important thing is to communicate and come to a compromise without getting nasty or becoming bitter about it. To that end, here are the…
A dilemma facing some people as they transition to retirement is where to live once their career no longer ties them to a certain town. Do you move to be near your grown kids? Look for warmer weather? Create the feeling of permanent vacation by moving to a beach? Chase the best tax benefits? …
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