It’s possible you are NOT looking for more content to clog up your inbox. Just in case you’d like some quality reads, here are three that I like: 3-2-1 from James Clear, author of Atomic Habits. Which I still…
This may seem like a weird blog coming from me – a non-beer drinker and not a lover of dachshunds. But Oktoberfest has lots more to enjoy like German wines, giant pretzels, and adults dressed in Lederhosen. Read on…
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…
