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…
That last blog made me think about the best way to get rid of that old crap, er, I mean valuable collections. Remember, what you get rid of now, your kids won’t have to later. Plus, it’s summer. The perfect yard sale weather. I’ve said before, I perversely enjoy putting on a yard sale. …
As part of my fact finding when I meet with a new client, I ask for the value of things like home, autos, boats, jewelry, art, and collections. The answers vary widely (once a lady had $200,000 in jewelry!), and I don’t really use the values to create retirement income. The collections question can…
Around this time every year, I usually list some fun summer activities for families with kids. Why should kids have all the fun? Here are some fun ideas you older-and-wiser friends to brighten your summer! Take a water aerobics class – try to find one outdoors now that the weather is nice. See a…
I am so excited to announce my new and improved website! Thanks to Laura Bean of One Stop Ops for designing and making the new site work. Willy Wilson of Life Unstill Photography did her best to make me look attractive. And, as ever, Catherine Tidd of Social Seed Marketing provided invaluable advice on…
It’s time to start thinking about your summer garden plans. Here are 3 tips that are easy and inexpensive to beautify your outdoors. Recycle for outdoor art “Unwanted light fixtures, wooden barrels, hat boxes, wicker baskets, beer crates and wash basins can be easily converted into unique and eye-catching containers for plants. Scrap pieces…
Easter shopping tip: When buying your daughter that frilly new Easter dress, try to visualize how it’ll look with chocolate and grass stains all over it. ~ Melanie White Easter is the only time of the year when it’s perfectly safe to put all your eggs in one basket. ~ Unknown My mom used to…
In a recent article by ABC7Chicago.com, Spring, Texas retiree Terry Robison details his plans to spend his retirement living at the local Holiday Inn. He cites regular cleaning, someone to check up on him (in the form of the regular cleaners), free maintenance, and amenities included in the daily room rate as reasons for his decision.…
I’ll put it out there in the universe – I’d like to be a Brand-with-a-capital-B someday. Books, TV shows, t-shirts, memes, all featuring some witty quip of mine and making me money while I sleep. Like Suze Orman, only less irritating. That’s not even how you spell Suzie. Marie Kondo has it down. She…
Ah, Valentine’s Day. Love it or hate it, it does come with some great candy. Here is a quick recap of Valentine’s Day related investments (as of January 28th) to get you thinking about how to incorporate holidays into your investment management plans. Nestle (NSRGY), is down 1.26% for the past 12 months, but…
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