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Covid-19 Notice

As we all stay tuned to the news of the Covid-19 outbreak, we want you to know that our commitment to your needs remains unwavering. Our team, with the use of modern technology, is working closely but remotely to continue serving you. Please see below for our cell phone numbers if you need to reach …

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The Three Most Common Money Mistakes Women Make BEFORE Divorce and What You Can Do to Avoid Them

Divorce can be emotionally wrenching. From redefining your identity to redesigning your day-to-day living circumstances, there are plenty of tasks to occupy you and difficult feelings to process. As psychotherapist Wendy Hammond says in her lovely book, Leaving the Castle: Finding the Confidence to Start Over, “Imagining a life beyond this, where [you] can be …

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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 just a little bit? Then maybe you have something lurking …

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The Benefits of Learning a Little Bit – in Tanzania and in Finances

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 …

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