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…
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…
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…
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…
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…
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…
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.
