Ten Actions Steps During Financial Literacy Month
"April is Financial Literacy Month and was first recognized in the U.S. in April 2004. It was designed to [...]
A ‘Pep Talk’ for Those Women Who Don’t Believe They Can Invest
"Nothing lights me up like talking about empowering women in their financial lives! And the older I get, the more [...]
Finding Your Financial Focus for 2022
"I want to share an exercise I am doing this year. I have some very skilled friends at implementing [...]
Generosity in All Seasons
"As a seasoned Financial Advisor, I am aware of the tangible financial benefits of generosity. At tax time, those [...]
Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap
"Next, you are ready to begin looking at what guaranteed income sources you may have. Most people will at least [...]
Principles of Financial Planning Series: Setting a Budget for Retirement – How Much Should I Plan to Live On?
"A few times each year, I teach a class on how to simplify retirement planning. Every time I teach [...]
S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth
Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the [...]
S2: Episode 9 – The Risks in the Three Phases of Investing
There are always things that could derail your financial plans, however, there are things you can be doing to [...]