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? …
Whether you are a climate change embracer or denier (and please, I don’t need to know), there is no disputing this has been one hot summer. And excessive heat is dangerous, being responsible for 134 deaths per year on average according to NOAA.* As an investor is there a way to profit from high…
Welcome back to guest blogger Maureen Kelley! Maureen is a passionate advocate for empowering and engaging women to have healthy relationships with money. For more information visit: www.madreandfamily.com. We pick up from last week’s article about managing couples managing their relationship when the female is the primary breadwinner. Women have been outpacing men in…
Welcome back to guest blogger Maureen Kelley! Maureen has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she helps people with conversations and challenges beyond the money. With a unique perspective, she writes and blogs, facilitates workshops and retreats, and coaches…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.