Women + Money: Finding Your Way to Financial Confidence
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented on “Women and Money: A Changing Landscape.”
It’s The Most Wonderful (And Expensive) Time of Year!
As the holidays are rapidly approaching, the main concern I’m hearing is, “How am I going to pay for everything? Inflation is out of control!” Families are concerned about how they are going to fund everything from Christmas and Hannukah presents to holiday travel to holiday meals. People are reluctant to host the holidays at […]
Finding Your Core Pursuits – A Primer on Finding Your “Hobbies on Steroids” in Retirement
Congratulations, you’re retired!! All your hard work, savings, and financial planning have gotten you to this point, and now it’s time to kick back and relax, right? I’d give that thought a solid “maybe!” The truth is there’s more to retirement than being financially secure. While some people believe working was the hard part, you […]
How To Plan For Retirement As A Solo Ager
If you’re on your own- single, divorced, widowed and you are trying to determine how your finances are going to provide for you, there are a few big things to know about retirement planning so that you can live the kind of life you want. There are a few questions you want to have the […]
Client Spotlight: The Story Of How Two Happy Retirees Played At Carnegie Hall
How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires practice.
Divorce And Finances: Important Steps To Take
It’s one of the most difficult experiences to go through, but almost half of married couples in the United States find themselves facing divorce. Whether your divorce is amicable or acrimonious, in most cases just getting through can feel like a marathon. Before we look at what you can do to organize yourself financially, […]
Women Are Part Of The Financial Equation
As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on the other side of the table is a man. I can also state, with confidence, that it’s not because men are “better at finances.” I don’t know where this falsehood was born, but I do […]
How Gen X’ers Are Redefining the ‘Mid-Life Crisis’ And Retirement
Today was a day of awakening. I took my 13-year-old son to a two-hour tour of the high school he’ll be attending next year. While there’s a part of me that’s so excited about the new journey he’s about to embark on, the other part of me is having a difficult time coming to grips […]
What You Need To Know About Divorce and Social Security Spousal Benefits
Divorce can be- and often is- an emotionally and financially traumatic time for all parties involved. When the union that was supposed to last forever is broken, there are a lot of pieces that need to be picked up. If you’re a woman who has found herself in this position, you may find yourself becoming […]
5 Ways Women Can Take The Fear Out of Finances
The financial landscape for women is changing rapidly. There is an increasing number of women in the C-Suite and starting new businesses. The gender pay gap is decreasing. More women than men have recovered jobs that were lost during the recession. And according to Investment News, some $22 trillion in assets will shift to women […]