In a previous blog I mentioned attending the Investment News Women’s Advisor Summit. Here is another tidbit I learned. You can add a Designated Trusted Contact to your accounts and with your investment advisor. This isn’t the same level…
Looking for a break in your routine, but reluctant to join the airline chaos that is Summer 2022? Here are some quick ideas for you. Manitou Springs A quaint little town adjacent to the south side of Colorado Springs,…
Recently I attended the Investment News Women’s Advisor Summit. Great event, Investment News! So much information which I will be sharing with you in future blogs. One of the most riveting presentations was about cybersecurity by Erin Donham of…
Those of us who work in personal finance sometimes forget that our jargon is not fully understood by others. Just like when my son’s teachers explain his test scores using a ton of alphabet soup assuming I can put this…
Summer is in full swing and as my readers are probably VERY in-demand, you may need a handy recipe to bring to all those parties at which your presence is requested. To be the most popular guest at summer gatherings,…
Recessions, inflation, and bears, oh, my! Dorothy, Scarecrow, and Tin Man didn’t know how easy they had it just worried about lions and tigers and bears. What is a Bear Market, anyway? How does it compare to a…
