Creative, flexible options expressly designed for professional women who believe money is important for what it can do, not as an end in itself. Women are wired differently than are men with respect to their relationship with money. Research shows we share the view that money is a tool to improve our lives and impact […]
Sofia Financial Rolls Out Innovative New Service Lineup Read More »
A while back I was paging through the Patagonia catalog at my kitchen table. Not only does Patagonia make fabulous products that last forever and have a sincere commitment to the planet; their catalogs feature gorgeous photography. I love looking and dreaming of “someday” trips. There was a section highlighting two climbers who recently embarked
Your Financial Life is a Journey – Pack Carefully Read More »
It was the first road day of my extended family’s adventure to Tanzania this summer. I was riding in the back of the Land Rover with Rafael, one of our three guides for the trip and a Maasai tribesman. Enthralled by the views of the countryside whizzing by our windows, I asked Rafael about a
How Important is Money to You? Read More »
In both our personal and professional lives, lessons come from unexpected places, and applying them can be an enlightening process. My extended family was going on safari in Tanzania for my parents’ 50th anniversary. We were excited to see elephants, lions, giraffes, zebras, and hopefully a leopard. Birds, however, were not on my list. I
The Benefits of Learning a Little Bit – in Tanzania and in Finances Read More »
For the past couple of weeks I’ve been posting statistics on women’s economic impact. To recap just a few: 73% of buying decisions in the US are made by women. Women control decision-making for $11 trillion of investable assets. 80-90% of women will be solely responsible for their finances at some point in their lives.
The Case for Investing in Women Read More »
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sofia Financial are separate entities.
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