Girls Gotta Do Business

Girls Gotta Do Business

It was my pleasure to moderate a panel of women who have made it part of their life’s work to help and support women entrepreneurs. Julie Abrams as CEO of Women’s Initiative; Alison Covarrubias as Co-Founder of The Hatch Network; Baat Enosh of  NCWIT and Women 2.0 and Ayesha Mathews-Wadhwa as a Director of Savor [...]

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platforum-ascentofwoman

Events: The Ascent of Women Series at the Commonwealth Club of California

The Commonwealth Club is the nation’s oldest and largest public affairs forum, established in 1903. Headquartered in San Francisco, the Club hosts speeches, debates, and discussions on topics of regional, national and international interest. Some of the world’s most interesting people have appeared before the Commonwealth Club in its 107 year history. Currently, the Club [...]

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_DSC6636

How To Eat Locally On A Budget:Tips from 4 Locavores

  San Francisco is on the leading edge of the locavore movement.  It’s also one of the most expensive cities in the U.S.  No wonder the Commonwealth Club program at the Port Commission room at the Ferry Building housed a sell-out crowd this past Wednesday night. The topic: how to eat locally on a budget. [...]

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truth 7

Simple Truth #5: The Longer You Live

Simple Truth #5  The Longer You Live the More Money You Will Need None of us knows how long we will live. But you can be sure that the longer you live the more money you will need – unless – you’re willing to reduce your lifestyle in retirement. According to IRS issued life expectancy [...]

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April Showers Bring May Flowers

“April is the Cruellest Month…” or You and Your Taxes

If you’ve been reading my blog, you know that I’ve been writing about the Ten Simple Truths About Money.  These truths are meant to act as a framework to provide new ways for you to think about money that are easy to understand and implement.  Simple Truth #4 is “Inflation and Taxes Are Money’s Enemies.”  [...]

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Simple Truth #4: Inflation and Taxes are Money’s Enemies (Saving and Investing are Money’s Friends)

Inflation and taxes can wreak havoc on the best-laid financial plans unless you arm yourself with the knowledge and tactics to prevent the most damage. Today we’ll focus on inflation, which is one powerful enemy. Why? You can’t see it, there are are no laws protecting you from it and it’s not selective. Every single [...]

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Kim Kochaver

Women And Money: Primp Your LinkedIn Profile

Manage the Brand That is You. Last night, I hosted a LinkedIn workshop at my home for members of the Hatch Network a modern business school for entrepreneurial women. Our guest speaker was Kim Kochaver, a Trade Marketing Manager for LinkedIn. Kim gave a fast-paced, gem-filled presentation on how to nurture your LinkedIn profile, build [...]

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Truth 3 born to shop

Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

I’m a financial planner. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit [...]

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Financial Planner Helps You Discover Your Money Personality

The First Simple Truth About Money was about procrastination and financial fuzziness. The idea is that your non-actions around money can lead to bigger difficulties down the road. If you read the post, I hope that it caused you to make some behavioral changes. (Please write a comment and let me know if it did!) [...]

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Picture 2

10 Simple Truths About Money ~ Here’s No. 1

In the course of my financial planning practice, I meet many people who share similar attitudes, fears or misconceptions about money management. It turns out that most people make money way more difficult and scary than it needs to be. So in response to all this, I came up with 10 Simple Truths About Money [...]

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