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The Money Monster

A recent New York Times article highlighted women over 50 years old and their fears about money, noting that large numbers of “smart, accomplished women … cast a blind eye to financial matters, especially those relating to later life.” Does that sentence make you cringe…

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A New Retirement Paradigm

“Medical science has given us 30 extra years of life. Why did we decide to put them all on the end?” This is the provocative question asked by Dr. Laura Carstensen, Executive Director of the Stanford Center for Longevity. Consider this: Social Security was created…

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How Much Money Do I Need to Retire?

If you are like many women I work with, you probably wonder about some variations of the question, “Will I be able to stop working someday and still support myself?” The specifics of each specific woman’s situation will vary, but you have plenty of company…

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I Want To Retire In 10 Years. What Should I Do?

I have good news! You’re asking the right question, and you have time to plan. Two essential parts of my philosophy is everything is figure-out-able, and we focus on what we can do now instead of stressing about the past. What should you do? Here…

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A Dip In Your Investment Account? Don’t Sweat It!

In his autobiography, Andre Agassi shares an important lesson he learned after winning Wimbledon.  “A win doesn’t feel as good as a loss feels bad, and the good feeling doesn’t last as long as the bad. Not even close.” In the same way, if you…

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Willpower is Not Enough

Temptation. How do you deal with it? Do you eat the cake in front of you or keep your goal to lose 10 pounds?  Do you drain the vacation fund to stay in a 5-star hotel or save some for next year’s trip?  Do you…

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Interview on FaceBook Live

My friend Priya Muthu asks about how I came to do what I do.

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Financial planning for women

Make Wise Financial Decisions by Following These Three Steps

There is an old saying: Don’t go to the grocery store when you are hungry. Why? You are more likely to buy something you don’t need, spend money you don’t have, or buy junk food to eat in the car on the way home. Many…

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financial planning for women

What Drives Your Financial Decisions?

Mona has clear money guidelines that help her make smart financial decisions. But it wasn’t always that way. When she first consulted with me, she felt defeated. She didn’t know how to create a plan to guide her choices about how to spend, save, or invest her money.

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Network. Celebrate. Educate. Women Investing in Women Third Annual!

Here are a couple highlights that Patrice and I shared with the group. We rely on our cars every day, yet we treat them like a bad ex-boyfriend. Be sure to check your owner’s manual for the recommended maintenance schedule, and don’t be afraid to…

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